Epicor9VantageVistaLabBook Wednesday

Epicor 9
Vantage
Vista
LAB BOOK
Wednesday, October 13th
Disclaimer
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Contents
Wednesday, October 13
8:00 – 8:50am
Crystal Reports Introduction ............................................................................................................ 1
Expense Management in Epicor 9.05 .............................................................................................. 7
Introduction to Dashboards ........................................................................................................... 17
Microsoft Office SharePoint – Build and Deploy a SharePoint Site ............................................... 25
Tools in Tandem: Service Connect and BPM ................................................................................. 31
9:00 – 9:50am
Advanced Dashboards, Part 1 ........................................................................................................ 37
Budgeting and Forecasting with Active Planner ............................................................................ 43
Embedded Customization Intermediate, Part 1 ............................................................................ 49
Using Service Connect for Transaction Automation, Part 1 .......................................................... 55
10:00 – 11:15am
Advanced Dashboards, Part 2 ........................................................................................................ 61
Embedded Customization Intermediate, Part 2 ............................................................................ 67
Explore New Enhancements in EDI/Demand Management .......................................................... 73
Introduction to Epicor Mobile Field Service .................................................................................. 81
Simplified Reporting with the BAQ Report Designer in Epicor 9 ................................................... 93
Using Service Connect for Transaction Automation, Part 2 ........................................................ 101
11:25am – 12:15pm
Deploying an Updatable Query in a Dashboard and Mobile Device in Epicor 9.05 .................... 107
Microsoft Office SharePoint: Creating SharePoint Dashboards with BI Web Parts
and Performance Canvas....................................................................................................... 113
Performance Tuning Your Epicor System .................................................................................... 117
1:15 – 2:30pm
Security Tips and Tricks ................................................................................................................ 119
SQL Server Reporting Services (SSRS) New Reports and Templates ........................................... 123
Tools in Tandem: Service Connect and BPM ................................................................................. 31
2:40 – 3:30pm
Business Process Management (BPM): Process Management
for Compliance and Automation, Part 1 ............................................................................... 131
Dashboard Reports, Part 1 ........................................................................................................... 139
Find it Faster: Tools for Searching................................................................................................ 145
ITSM 2010 Business Intelligence and Dashboards....................................................................... 157
Time Management in Epicor 9.05 ................................................................................................ 161
Using Service Connect for Transaction Automation, Part 1 .......................................................... 55
3:45 – 4:35pm
Business Process Management (BPM): Process Management
for Compliance and Automation, Part 2 ............................................................................... 171
Crystal Reports New Report......................................................................................................... 181
Dashboard Reports, Part 2 ........................................................................................................... 185
Improve Inventory Control on the Plant Floor with Epicor Handheld ......................................... 191
Using Service Connect for Transaction Automation, Part 2 ........................................................ 101
Crystal Reports Introduction
In this lab, you access Crystal Reports and define the default report values. You will then modify the standard PO
form to include the buyer signature. This involves using logic that displays a buyer signature when the buyer is
the buyer of the record, and suppresses a buyer signature the rest of the time. Additionally, you will also add a
company logo to the form.
At the conclusion of this lab, you will be able to:
• Define Crystal Reports default values.
• Modify existing Crystal Report forms.
• Understand how to update datasets for Crystal Report forms.
• Insert company logos and signatures graphics into Crystal Report forms.
• Conditionally suppress items on Crystal Report forms.
Set Up Layout Defaults

You define different layout options as you need for each report on the Layout sheet. For example, you can use
the Design View pane to create a report using place holders that do not display generated data.
1. Click the Start menu and find and select Crystal Reports.
If a window appears with a Crystal Reports update, close this window.
2. From the File menu, select Options.
3. The Options window displays. Navigate to the Layout sheet.
4. In the Design View pane, select or verify the following check boxes are active:
• Rulers
• Tool Tips
• Show Hidden Sections
• Guidelines
• Grid
5. In the Field options pane, verify all check boxes are selected.
6. In the Grid options pane, verify the Snap To Grid check box is selected.
Set Up Number Format Defaults

Use the Fields sheet to set up the number format default.
1. Navigate to the Fields sheet.
2. In the Field format pane, click the Number button.
3. The Format Editor window displays. Navigate to the Number sheet.
4. Click the Customize button.
The Custom Style window displays.
5. Navigate to the Number sheet.
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6. Select the Use Accounting Format check box and then clear it.
In the Number sheet, you can modify formatting features such as the number of decimal places to
display and the number of decimal places to use when rounding.
7. Verify the Negatives field displays (123).
8. Verify the Allow Field Clipping check box is clear.
When a column is not wide enough to print the entire value, #### prints. If the Allow Field Clipping
check box is selected, this feature only prints as many digits as the field width allows, starting from the
right side of the field. For example, 1,010,000 can display as 10,000.
9. Navigate to the Currency Symbol sheet.
10. Verify the Enable Currency Symbol check box is selected.
When you select the Use Accounting Format check box in the Number sheet, the Enable Currency
Symbol check box is automatically selected.
11. Verify the Floating option is selected.
12. In the Currency Symbol field, enter the dollar sign.
The Floating option places symbols to the left of the number value that displays. The Fixed option places
symbols at the far left side of each number.
13. Clear the Enable Currency Symbol check box.
14. Click OK to accept and close the Custom Style window.
15. Click OK to save the new format and close the Format Editor window.
Create the Crystal Form .XML Data Set

You now will use Crystal Reports to modify an existing Epicor application form. To modify a Standard
Form/Report, you first create an .xml dataset to give Crystal Reports the ability to preview the report data.
1. Launch the Epicor application.
2. Navigate to Purchase Order Entry.
Menu Path: Material Management >Purchase Management >General Operations >Purchase Order Entry
3. In the PO number field, enter 4085 and click Tab.
4. Click the Print button.
5. Accept the defaults, and click the Print Preview button.
Wait for the Purchase Order preview to display.
6. Close the Preview window after viewing the Print Preview PO and exit PO Entry.
Open Crystal Reports

The PO form you just viewed was created using Crystal Report Designer. You modify this form using the same
program, and the modified form must be saved using a new file name.
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1. In Crystal reports, click the Open button.

2. Locate and open the file POForm.rpt using the following path:
C:>Program Files\Epicor \Epicor905\Server\reports
Note: For purposes of this lab, the .rpt file is located on the C: drive. Your report files may be in a different
location within your network environment. Your network administrator can help you find the location of the
Epicor reports folder.
3. Double-click POForm.rpt to open it.
4. Save the report with a new name. From the File Menu select the Save As.
5. Enter the name POForm_<Your Initials>.rpt.
Note: As a best practice, you should always make a copy of a standard report and modify the copied file. In
this way, you always have the default report file available.
Set the Datasource Location

Update the datasource location to modify it. Through this method, you can see the PO detail you previously
generated.
1. From the Database menu, select Set Datasource Location.
2. Select Create New Connection in the Replace with section of the window.
3. Double-click ADO.Net (XML) to open the connection window.
4. Select the ellipsis (…) button on the File Path section to locate the POForm.xml file created by the print
preview.
For this lab, the file is in the following location: \\Program Files\epicor\EpicorData\Reports\epicor
5. Click the Finish button to populate the Replace with section of the Set Datasource Location window.
6. Highlight the ReportDataSet label in the Replace with section of the Set Datasource Location window.
7. Click the Update button.
8. Repeat the process for the Subreports in the Current Data Source section.
9. Highlight the ReportDataSet label in the Replace with section of the Set Datasource Location window.
10. Click Close to finish the process.
11. Save the new report.
Insert a Company Logo Into the New Form

A common change users do is place their company logo into a form. These logos can be inserted as JPEGs (.jpg)
or bitmap (.bmp) files. Other graphic formats work as well, but these two graphic formats are typically used in
Crystal Reports.
1. Expand the Page Header b section of the form to create more space for the company logo by sliding down
the lower section line.
2. In Design mode, from the Insert menu, select Picture.
3. Navigate to C:\_Logos.
4. Select the file: epicor-logo.bmp
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5. Click on the Open button.

6. Place the logo on the Page Header b section of the report.
The cursor becomes a rectangle. Position this rectangle in the location you need, and click your left mouse
button.
7. Save the form.
Insert Buyer Signatures Into the Form/Report

Signature graphic files can be maintained as JPEGs (.jpg) or bitmap (.bmp) files as well.
1. Expand the Group Footer #1b section of the form to create more space for the signature graphics by sliding
down the lower section line.
2. From the Insert menu, select Picture.
4. Select the file: Howard Low.bmp
5. Click the Open button.
6. Place the logo on the Group Footer#1b section of the report, directly below the field “@APMBuyerEmail”.
button.
7. Repeat the process for the Henry Crabtree signature graphic.
8. Locate the file name: Henry Crabtree.bmp
9. Insert the file directly below the signature graphic you previously inserted.
You want to see both signature file graphics so you can work on them later.
10. Refresh the form by clicking the Double Blue Arrows button.
This report will display with its new graphic files.
11. Save the form.
Suppress the Signature(s) to be Excluded

You can also hide any graphic files not needed on the form based on different conditions. Do this when another
buyer created the purchase order and you need to suppress the default signature.
1. Return to Design mode. To do this, click the View menu and select Design.
2. Select the Howard Low signature graphic.
3. Right-click the graphic.
4. From the context menu, select Format Graphic….
5. On the Format Editor window, select the Common tab.
6. In the Object Name field, enter “Howard_Low”.
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7. Select the “X-2” button located to the right of the Suppress check box field.
The Format Formula Editor - Suppress window displays. You will enter this Suppress Formula during the
following steps: {POHeader.Calc_Buyer} <> "Howard Low"
8. Locate and double-click the field: POHeader.Calc_Buyer
a. Expand the ReportDataSet (ADO.net(XML)) section.
b. Expand the POHeader section.
c. Select the Calc_Buyer field.
This moves the field to the formula writing section.
9. Enter <> (Not Equal).
10. Enter “Howard Low” (include quotes).
11. Click the Save and Close button.
12. Repeat the process for the Henry Crabtree signature graphic and Refresh the data.
Note: When you refresh, the signature graphic for Henry Crabtree will become hidden as Howard Low was
the buyer on the PO used to create the data set.
13. Place the Henry Crabtree signature graphic directly on top of the Howard Low signature graphic.
14. Save the report and exit Crystal Reports.
Create a New Report Style

In this section, you will create a new Report Style in the Epicor application. You do this to use the new POForm
and but still retain access to the original report.
Menu Path: System Management>Company Maintenance>Report Style.
1. Select the Report ID button to search for the record.
2. In the Starting At field, enter POForm.
3. Click Search.
The POForm report ID displays at the top of the list.
4. Select the POForm report ID and click OK.
5. Select the Styles tab.
6. Copy the Report Location value (Ctrl+C).
This location will also be used for the new report style.
7. To add a new Report Style to the POForm report ID, click the Down Arrow next to the New button and
select the New Report Style option.
8. In the Description field, enter PO Form_<Your Initials>.
9. Paste (Ctrl+V) the copied Report Location path into the Report Location field for the new style.
10. In the Report Location path statement, change the report name from POForm.rpt to PO Form_<Your
Initials>.rpt.
11. Accept the remaining defaults and click Save.
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Print the Purchase Order to Verify the Changes

Menu Path: Material Management > Purchase Management >General Operations > Purchase Order Entry
1. In the PO number field, enter 4085 and press Tab.
3. Select the PO Form_<Your Initials> from the Report Style dropdown list.
4. Click the Print Preview button.
5. Repeat the Process with PO number 4058 to verify the accuracy of the PO generated by the other buyer.
Your customized PO form works!
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Expense Management in Epicor 9.05
Integrated Expense Management helps businesses strengthen cost control while improving employee
satisfaction as employees can enter expenses for payments online and at their own time. This module,
introduced with Epicor 9.05, can be used to track expenses for remote and traveling sales, engineering, field
service teams, and more. This session is an introduction to Expense Management in Epicor 9.05.
• Configure Epicor 9.05 for expense entry and approvals.
• Define indirect and project expense approval processes.
• Enter and approve indirect and project expenses.
• Generate AP invoices for employee reimbursable expenses.
• Easily reconcile submitted expenses with reimbursement payment.
Configure Plant Level Expense Entry and Approvals Settings

Several plant level configuration settings must be considered as part of the Expense Entry and Approvals
implementation.
In this task, the Expense Entry settings on the Plant Configuration are reviewed and set.
1. Launch the Plant Configuration Control program - System Management > Company Maintenance >
Plant Configuration Control.
2. Search for the Main plant, then navigate to the Expense sheet – Modules > Time and Expense >
Expense.
3. Select the Restrict Entry check box.
This only allows a user to enter expenses for their employee record.
4. Select the Select Supervisor Allowed Entry check box.
This allows a supervisor to add, update, and submit expenses on behalf of their employees.
5. Select the Approvals Required check box.
This requires expenses to go through an approvals process.
6. Select the Approver Allowed to Delete Transaction checkbox.
This allows an approver to delete transactions that are submitted to him/her for approval.
7. Select the Approver Allowed to Modify Submitted Transactions.
This allows an approver to modify transactions that are submitted to him/her for approval.
8. Set the Indirect Approvals Logic combo box to Employee.
Indirect expenses submitted follow the approvals process defined on the employee record.
9. Leave Expense Workflow Group blank.
This is the fall back approvals process to be used if one is not set at the employee record. If all
employees within the plant will use the same approvals process, then it can be set here and left blank on
the employee record.
10. Exit Plant Configuration Control.
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Configure Company Setting for Automatic Supplier Record Creation

Employee paid expenses may require reimbursement to the employee. This is accomplished by making payment
to a Supplier that is linked to the employee. There is a setting on the Company Configuration program that
automatically creates a Supplier ID for employees.
In this task, review where this setting resides.
1. Launch the Company Configuration program - System Management > Company Maintenance >
Company.
2. Navigate to the Account Payable sheet – Modules > Finance > Accounts Payable.
3. Verify the Auto Create Supplier for Employee check box is selected.
With this check box selected, a supplier record will automatically be created when an employee is
configured to allow entry of expenses.
4. Exit the Company Configuration program.
Configure an Employee to Allow Entry of Expenses and Define an Approvals Process

By default, employees are not allowed to enter expenses. In this task, you review settings which allow an
employee to enter expenses. You will then set an approvals process against the employee.
1. Launch the Employee program – Service Management > Expense Management > Set up > Employee.
2. In the EmployeeID field, enter 104 – Lisa Ford.
3. Navigate to the Expense sheet – Approvals > Expense > Detail.
4. Verify the Enter Expenses check box is selected.
Without this check box checked, expenses could not be entered against employee Lisa Ford.
5. A SupplierID exists.
When generating an AP Invoice for reimbursable expenses, this SupplierID is used.
6. Keep Auto Approve Expenses unchecked.
This is used for special employees, for example a CEO, where there may be no approval required for
submitted expenses.
7. Set Expense Group to Supervisor Approval.
This means where the Approvals Logic for a submitted expense is Employee, the Supervisor Approval
approval process is used.
In an earlier task, you defined on the Plant Configuration Control, that Indirect expenses will use the
Employee Approvals Logic. Therefore, Indirect expenses submitted by this employee will be approved by
the employee’s supervisor. In a subsequent task, you will define a different approvals process for
expenses entered against a project.
8. Please close the Employee program.
Define an Approval Process on a Project

An approval process is defined at the project and can also be defined at a WBS phase. This means that every
WBS phase could have a unique approvals process if required. If no approvals process is defined at a WBS phase,
the approval process of its parent is used. If no approval process exists at any of the WBS phase’s parents the
approval process at the project is used.
In this task, you will review the approval process set at a project and a WBS phase.
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1. Launch Project Entry – Service Management > Project Management > General Operations > Project
Entry
2. In the ProjectID field enter PS200.
3. Review Approvals Method defined at the project.
4. Navigate to the Project Expense Details Approval sheet – Approvals > Expenses > Detail.
5. The Approvals Method field determines where the approval process will be defined.
If the Approvals Method is Project, the approvals method is defined in the project using the Workflow
Group field. If the Approvals Method is Employee, then the approvals process is defined on the
employee record, which you did in an earlier task. If Automatic is selected, all expenses are
automatically approved once submitted. Automatic would most likely be used for time submitted on an
internal project where an approval process may not be needed.
For this project, the Approvals Method is Project and the approvals process is set at the project. The
approvals process is defined in the Workflow Group field. For this project the approvals process is
ProjMgr & Supervisor. Therefore, expenses submitted against this project will first need to be approved
by the Project Manager then the Supervisor.
6. Review Approvals Method defined on a WBS phase.
7. Navigate to a WBS phase Expense Details Approval sheet –WBS Phases > Approvals > Expenses > Detail.
8. In the Project Tree, select the WBS phase named – Multi Level Approval.
9. For this WBS phase the Approvals Method is also Project and therefore the approvals process is set at
the WBS phase.
The approvals process defined at the Workflow Group field is Multi Level Approval, which is different
than what is defined on the project.
10. To see the actual approvers, navigate to the Approval Task sheet and expand all the nodes.
You will see the First Approver is Beverly Joseph and the Second Approver is Brian Howard. Therefore,
all expense submitted against this WBS phase first need to be approved by Beverly Joseph then by Brian
Howard.
In the next task, you will see how to define the approvers for the Multi Level Approval Workflow Group.
11. Please close the Project Entry program.
Review the Multi Level Approval Workflow Group and Add a New Approver
A Workflow group is a Task Set or a collection of Tasks plus the group members or approvers assigned to
complete those tasks. Four default Workflow Groups are provided (Supervisor Approval, Project Manager
Approval, Project Manager & Supervisor Approval and Multi Level Approvals); however additional Workflow
Groups can be created to meet the specific approvals process required.
In this task, you will review the Multi Level Approvals Workflow and add a new group member or approver to
the Workflow Group.
1. Launch the Workflow Group program - Service Management > Expense Management > Setup >
Workflow Group.
2. Select Time & Expense in the Workflow Type combo box.
3. In the Workflow Group field, enter MultApp.
4. Navigate to the Task Approvers sheet and expand all nodes.
This should look identical to the Approval Task sheet seen on the Project WBS phase Approvals
sheet.
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5. Next navigate to the Group Members > List sheet.

Here you see the group members or approvers that are assigned to the approval tasks.
6. You will now add a new Group Member to the First Approval task.
7. File > New > New Group Member
8. Select Charles L. Johnson as Member.
9. Select First Approval as Role Code.
10. Click Save.
Now expenses submitted against the Multi Level Approval Workflow will first need to be approved
by both Beverly Joseph and Charles L. Johnson then by Brian Howard. Note the approvals process
can be configured so that the First Approval has an Or logic, where either Beverly Joseph or Charles
L. Johnson need to approve the expense before it moves on to Brian Howard for approval. For
additional information on this topic please refer to the Help.
11. Exit the Workflow Group program.
Define Payment Methods

Expenses entered by an employee can either be reimbursed to the employee or paid by the company. The
Payment Method used at the time of expense entry will determine whether the employee is reimbursed for the
expense.
In this task, you will review an existing Payment Method for its Reimbursable property
1. Launch the Payment Method program - Service Management > Expense Management > Set Up >
Payment Method.
2. Search for AP Check Payment.
3. Verify the Reimbursable check box is selected.
When this Payment Method is used to enter an expense, the expense will be reimbursed to the
employee.
4. Exit the Payment Method program.
Define Expense Types

When entering an expense in the application, the user defines what type of expense it is by selecting from a pre-
defined list of Expense Types. You can define whether Expense Types can be used for indirect expenses and/or
project expenses. If the latter you can further define if the expense type is chargeable to your customer.
In this task, you will create an Expense Type to be used later in Expense Entry.
1. Launch the Miscellaneous Charge/Credit program - Service Management > Expense Management > Set
Up > Miscellaneous Charge/Credit.
2. Add a new Expense Type.
3. Select File > New > New Charge.
4. ChargeID = XXXh (where XXX are your initials).
5. Charge Description = XXX Hotel (where XXX are your initials).
6. Select the Expense check box.
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7. Navigate to the Expense Type Detail sheet.

8. Keep the Unit Based check box unchecked.
This is selected when creating unit based expenses such as mileage. If checked, additional information is
required on the Unit Based sheet.
9. Select the Chargeable check box.
If this Expense Type is used on a project, then the expense will be charged to the customer. Uncheck this
check box if there are certain Expense Types that your customer should not be billed.
10. Select Illinois for Tax Liability.
This is the default Tax Liability that is set when this Expense Type is entered in Expense Entry. The Tax
Liability can be changed in Expense Entry.
11. Select AP Check Payment for Payment Method.
This is the default Payment Method that is set when this Expense Type is entered in Expense Entry. The
Payment Method can be changed in Expense Entry.
12. Select the Project check box.
This ensures this Expense Type is available when entering expenses against project.
13. Select the Indirect check box.
This ensures this Expense Type is available when entering an Indirect expense.
14. Select the Required check box in the Comments group box.
This requires the user to enter a comment to submit an expense.
15. In the Comment Instructions text box, enter the following text – Enter name and location of the hotel.
The text entered in this text box is presented to the user entering an expense. It provides the user with
directions on the comment to be added prior to submitting the expense.
16. Exit the Miscellaneous Charge/Credit program.
Enter an Indirect Expense

An Indirect Expense is an expense that is not related to a project or a job. In this task, you will enter an Indirect
expenses using the Expense Type created earlier. Once the expense is submitted, you will confirm the Workflow
Group assign at the Employee record is used in the approvals process.
1. Launch the Time and Expense Entry program – Service Management > Expense Management > General
Operations > Time and Expense Entry.
The program should launch with the EmployeeID field set to 104 – Lisa Ford.
2. Select File > New > New Expense.
The Expense Date should default to today’s date.
3. Set the Claim Reference to XXX123 (where XXX are your initials).
A Claim Reference is a way to group related expense and manage them through the reimbursement
process. It is helpful to reconcile submitted expenses with AP Invoices received for the reimbursement
of expenses. The use of this field will become more evident once an AP Invoice has been created for
submitted expenses.
4. Select the Indirect check box, signifying this expense is not related to a project.
Notice the Project and WBS Phase fields are now disabled.
5. In the Expense Type combo box, select XXX Hotel (where XXX are your initials).
Note the Payment Method field and Tax Liability field have been populated based on the default on the
Expense Type.
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6. In the Expense Amount field, enter 200.

7. In the Expense Comment field, enter Marriott, Irvine, CA.
8. Click Save.
9. Note the status of the transaction is Entered.
This is also noted in the Time and Expense Tree with an E icon next to today’s date.
10. Also note that the Tax Amount is calculated after being saved.
11. Navigate to the Tax sheet to see the details of the tax amount.
12. Submit the expense for approval by clicking the Submit button.
13. Note the status of the transaction has changed to Submitted.
Again, this is also noted in the Time and Expense Tree with an S icon.
14. Validate that the employee’s supervisor, Charles L. Johnson is the approver for this expense.
15. Navigate to the Approvals sheet – Expense > Approvals
16. Charles L. Johnson is listed in the Pending Approval By list box.
17. The Recall button allows you to recall an expense submitted in error.
The pending approval request is removed from the approver’s queue. The expense can be resubmitted
at a later time.
Enter a Project Expense

In this task you will enter a project expense. Once the expense is submitted, you will confirm the Workflow
Group assign at Project WBS phase is used in the approvals process.
1. Select tomorrows date in the Selection Calendar in the top left portion of the window.
2. Select File > New > New Expense
3. The Expense Date should default to tomorrows date.
The Expense Date for new expenses is populated based on the date in focus in the Selection Calendar.
4. Set the Claim Reference to XXX123 (where XXX are your initials).
5. In the Expense Type combo box, select XXX Hotel (where XXX are your initials).
6. In the Project field, enter PS200.
7. In the WBS Phase field, select Multi Level Approval.
8. In the Expense Amount field, enter 200.
9. In the Expense Comment field, enter Marriot, Irvine, CA.
10. Click Save.
11. Submit the expense for approval by clicking the Submit button.
12. Validate that the Charles L. Johnson and Beverly Joseph are the approvers for this expense.
Again, these are the two approvers defined as the First Approver for the approval process on the
project.
13. Navigate to the Approvals sheet – Expense > Approvals
14. Charles L. Johnson and Beverly Joseph are listed in the Pending Approval By list box.
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15. Do not close this program as you will use it in a subsequent task.
Attach Electronic Copies of Expense Receipts

Expense receipts are typically required to support submitted expenses. One expense approvals process may
require the actual receipt to be attached to a physical expense report. While another expense approval process
may require an electronic copy of the receipt to be stored in the application.
In the prior two tasks, you entered two expense entries for two nights stay at a hotel. Both expense entries
referenced the same Claim Reference number. In this task you will see how to store an electronic copy of the
hotel bill in the application utilizing the Claim Reference number.
1. Launch the Expense Group program – Service Management > Expense Management > General
Operations > Expense Group.
2. In the Employee field, enter 104 – Lisa Ford.
3. In the Expense Group field, enter XXX123 (where XXX are your initials).
This is the Claim Reference Number you added to both expenses in Expense Entry.
4. In the Expense Group Tree, select and perform a right click on XXX123 (where XXX are your initials).
5. Select Add A New Attachment. The Attachment Management dialog opens.
You use this dialog to attach an electronic copy of your receipt. In out example, you would attach a copy
of the hotel bill.
6. Click the Cancel button and close the Expense Group program.
Approve and Reject Expenses

After expenses have been submitted for approval, they will display in the Time and Expense Approvals program.
Once the approver reviews the expense, it can be approved or rejected. Comments can be added to document
the reason for the approval or rejection. When an expense requires multiple approvers, subsequent approvers
may review comments added by prior approvers.
All comments are also visible in Time and Expense Entry for review by the employee. This is especially helpful
when an approver rejects an expense. The approver can communicate to the expense entry user the reason why
the expense was rejected and what needs to be corrected prior to resubmitting the expense.
In this task, you will review expenses submitted for Charles L. Johnson. You will approve one expense and reject
the other while adding a comment to explain the reason for the rejection.
1. Launch the Time and Expense Approval program - Service Management > Expense Management >
General Operations > Time and Expense Approval.
2. In the Approver ID field on the Approver sheet, enter Charles.
3. Navigate to the Expense > List sheet where you should see two expenses pending approval.
At this time you could approve both expenses by selecting both rows and clicking the Approve button.
Instead select the Indirect expense and click the Approve button. The row should be removed from the
list.
4. If a chargeable expense is entered against a project, the charge amount is seen on the Charge sheet. If
an expense markup exists, the marked up expense or charge amount can be validated on the Charge
sheet prior to approval.
5. With the project expense in focus, click the Reject with Comment button. A Comments dialog appears.
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6. Enter the following text: This expense should have been entered as an Indirect expense. Please correct
and resubmit.
7. Click the Ok button. The record should be removed from the queue of pending approvals.
8. To view expenses that have already been approved or rejected, click the Search (Binoculars) icon.
The Time and Expense Approval Search dialog appears.
9. Set Employee field to 104 – Lisa Ford.
10. Select the Expense check box.
11. Set the Approval Status combo box to Approved/Rejected.
12. Click the Search button.
13. Select one of the records in the search results grid and click the Ok button.
If you had incorrectly approved or rejected this expense, you could click the Recall button to undo your
action. For this exercise, do not recall the expense.
14. Exit the Time and Expense Approval program.
15. Next you will see the results of a rejected expense in the Time and Expense Entry program.
16. Return the Time and Expense Entry program and click Refresh.
17. Select tomorrow’s date in the Selection Calendar.
You should now see the expense has a status of Rejected. Also, the Time and Expense Tree displays an R
icon next to the date.
18. Navigate to the Comments sheet where you should see the comments that were entered when the
expense was rejected.
At this time you could make the correction and resubmit the expense. For this exercise do not resubmit
the expense.
19. Do not close this program as you will return to it after the following task.
Generate AP Invoices for Expenses

The Generate AP Invoices for Expenses process creates AP Invoices for approved reimbursable expenses. The
AP invoices are issued to the Supplier linked to the employee.
In this task you will execute the Generate AP Invoices for Expenses process, which will create an Invoice for the
one approved expense for employee 104 – Lisa Ford.
1. Launch the Generate AP Invoices for Expenses process – Service Management > Expense Management
> General Operations > Generate AP Invoices for Expenses.
2. In the Inv Group field, enter XXX123 (where XXX are your initials).
3. Set the From Date to the beginning of the week and the To Date to the end of the week to ensure the
range covers the expense date.
4. Navigate to the Filters sheet.
5. Click the Employee button and search for and select employee 104 – Lisa Ford.
6. Execute the process File > Generate Only.
7. Exit the Generate AP Invoices for Expenses program.
8. Launch the AP Invoice Entry program – Financial Management > Accounts Payable > General
Operations > Invoice Entry.
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9. In the Group field, enter XXX123 (where XXX is your initials).

10. Verify that one invoice line exists for the Indirect Expense.
Use Claim Reference to Reconcile Submitted Expense with AP Invoice

In our example, the employee submitted two expenses. However, only one of the expenses was approved at the
time the AP Invoice was generated. The employee will be reimbursed only for one of her nights stay. To help
reconcile the reimbursement amount with the submitted amount, you can use the Claim Reference value to
search for related expense and determine if one of the expense entries was simply not processed.
1. Navigate to the Search sheet in the Time and Expense Entry program - Expense > Search
2. Click the Expense Search button.
In the Employee Expense Search dialog, set the Claim Reference field to XXX123 (where XXX are your
initials) and click the Search button.
3. Select all expenses in the Search Results grid and click the Ok button.
4. Scroll to the far right and you will notice that one expense has an Invoice Number while the other does
not.
From reviewing the Claim Amount fields, you can conclude that the amount reimbursed only includes
one of the expenses. When there are multiple expenses, it would be beneficial to group the Expense
Search grid by Invoice Number and add summation to the Claim Amount. Then you can quickly confirm
the expense amounts you have submitted have been fully reimbursed.
5. Exit the Time and Expense Entry program.
This concludes the Expense Management in 9.05 session.
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16
Introduction to Dashboards
Dashboards are very flexible and powerful tools that provide easy access to critical information in a real-time
environment. Dashboards can often replace the need for workbenches, shop vision reports, ad hoc reports, and
even simple business intelligence reports.
The data you display may be a link to specific programs you use regularly, an URL for quick access to a web page,
queries that update on a regular basis, charts that graphically display data, and more. The data you choose to
display refreshes periodically, so you can act on changes as they immediately occur.
• Explore the available features on grids.
• Examine how search results are filtered through an Advanced Search.
• Navigate through a complex record using a Tree View.
• Retrieve data on a transaction sheet.
• Populate an executive dashboard with data.
• Select various display options within an executive dashboard.
Exercise 1 – Interface Features

1. Navigate to Opportunity/Quote Status Dashboard.
Menu Path: Executive Analysis > Status Dashboards > Opportunity / Quote Status
2. On the Standard toolbar, click the Refresh button to populate the dashboard.
You can use this button to periodically display the current data.
3. On the Open sheet, view all the opened opportunity/quote records.
Use the Sort By Functionality

You can change the order in which a grid displays records by sorting on a specific column.
1. Click the Part column header.
View that records are now sorted by Part Number in an ascending order.
2. Click the Cust. ID column header.
View that records are now sorted by Customer ID in an ascending order.
Resize and Arrange Columns

The grid may not fully display the contents of some columns. You can resize and arrange columns to better
display the information.
1. View that the Desc column does not fully display the description for all parts.
2. Position your mouse cursor over right-hand border of the Desc column header within the grid title bar.
A left-right mouse cursor displays.
3. Click and expand the Desc column width.
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4. Click and drag the Due Date column header above the grid; move it over the grid titles and position it to
the right of the Quote column.
5. View that the red arrows indicate the position where you insert the column.
6. Release your mouse button and view that the column is placed in the new location on the grid.
Use the Group By functionality

You can group data displayed in the Dashboard by any column shown on the grid.
1. Right-click anywhere in the grid and from the context menu, select Show Group By.
A new box on the top of the grid displays: Drag a column header here to group by that column.
2. Click and drag the Territory ID column header to the “Drop column header…” box.
This re-organizes all the Opportunity/Quote records together by Sales Territory.
3. To open the first Territory ID group, click the + sign.
4. To add a second group, click and drag the Cust.ID column header to the “Drop column header…” box.
This groups the opportunity/quotes first by Sales Territory and then by Customer ID.
5. Click the + sign for the first Territory ID and the first Customer ID.
6. To add a third group, click and drag the Group column header to the “Drop column header…” box.
This groups the opportunity/quotes first by Sales Territory, Customer ID and by Product Group.
7. Click the + sign for US MID > Addison > FABP and view the records in this group.
8. To remove a group, click and drag the Group column header off the box and release your mouse.
The records are again sorted first by Sales Territory and then by Customer ID.
9. To completely remove the Group By option, right-click anywhere in the grid and from the context menu,
select Show Group By.
This unselects the Group By option.
Access Programs from the Context Menu

Use the context menu to access other programs directly from the dashboard. The context menu displays
available programs you can launch based on the column from which you right-click. The data that displays in the
program is also different based on the row from which you launch the program.
1. Right-click in a Cust. ID field that displays Addison.
2. From the context menu, select Open With… > Customer Display: Addison.
The Customer Display program displays with Addison customer record.
3. Navigate back to the Opportunity/Quote Status Dashboard.
4. Right-click in a Cust. ID field that displays Dalton.
5. From the context menu, select Open With… > Customer Display: Dalton.
The Customer Display program updates with the selected record.
6. Navigate back to the Opportunity/Quote Status Dashboard.
7. In the Part column, locate and right-click in the part field for DCD-200-ML.
8. From the context menu, select Open With… > Time Phase: DCD-200-ML.
The Time Phase Inquiry displays the demand for the part DCD-200-ML.
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Show Summaries
You can activate summaries on all value columns that display on the grid.
1. In the Time Phase Inquiry, right-click anywhere in the grid and select Show Summaries.
All value columns now have a Sigma (∑) character next to their column header labels.
2. Click on the Sigma character for the Required Qty column header.
3. In the Select Summaries window, select the Sum and Maximum options and click OK.
4. Scroll down to the bottom of the grid to view summaries.
Below the Required Qty column, the Sum and Maximum values display.
Note that you can also display the total record Count, the Average value and the Minimum value.
Copy Data to a Spreadsheet

You can copy and paste data displayed on the grid directly to Microsoft® Excel®.
1. In the Time Phase Inquiry, right-click anywhere in the grid and select Copy All.
2. Launch Microsoft Excel.
3. In the Sheet1, right-click and select Paste or press <Ctrl> + V.
Data pastes to a spreadsheet. Notice it does not contain column labels.
4. Navigate back to the Time Phase Inquiry, right-click anywhere in the grid and select Copy All Include
Labels.
5. Navigate to Microsoft Excel and select Sheet2.
Notice data include column labels.
7. Navigate back to the Time Phase Inquiry, hold Ctrl and select top five rows.
8. Right-click in the grid and select Copy Selection Include Labels.
9. Navigate to Microsoft Excel and select Sheet3.
Rows that you selected paste into a spreadsheet.
11. Exit Microsoft Excel and do not save changes.
12. Exit the Time Phase Inquiry and the Customer Display programs.
Exercise 2 – Advanced Search

Use Single Criteria Search
Use the search criteria to filter what the dashboard displays in its results.
1. Navigate back to Opportunity/Quote Status Dashboard.
2. View the Advanced Search section that displays at the top of the dashboard.
3. In the Part field, enter DSS-1000.
Only opportunity/quote records for the part DSS-100 display in the grid.
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Use Multiple Criteria Search

Advanced searches typically have several fields you can use together to further filter the results.
When you use multiple criteria, the search executes based on the field order on the Advanced Search section.
1. On the Standard toolbar, click the Clear icon to begin a new search.
2. In the Cust. ID field, enter Addison.
3. In the Part field, enter DCD-200-ML.
Notice you can use the Tab key to skip the fields.
The search engine first searches for all opportunity/quote records linked to Addison. It then searches for
records that are for the DCD-200-ML part. The records that match both criteria display within grid.
Publish and Subscribe

When you use multiple advanced criteria, all grids within the dashboard display synchronized information.
This feature is called Publish and Subscribe.
1. In the Opportunity/Quote Status Dashboard, navigate to the Quoted sheet.
This sheet displays complete quotes.
2. Navigate to the Un-Quoted sheet.
This sheet displays incomplete quotes.
3. Exit the Opportunity/Quote Status Dashboard.
Exercise 3 –Tracker View

There are many trackers available within the application.
Trackers are inquiry programs you can use to view detailed data from a variety of programs or applications.
Although trackers do not provide the ability to update information, they provide access to related information in
one window without compromising the data's validity.
The Job Tracker is an example of a tracker that can have multiple data views.
Explore the Job Tracker
The Job Tracker contains a Tree View you can use to navigate through a complex job record.
This tracker is available from the menu under General Operations in many modules. It is also available from a
Job Number field when you right-click and select it from the Open With… sub-menu on the context menu.
Navigate to the Job Tracker.
Menu Path: Production Management > Job Management > General Operations / Job Tracker
1. Click the Job button to begin your search.
2. In the Job Search window, in the Job Status field, select Open.
3. In the Job Search window, click Search.
4. In the Search Results grid, scroll down, select the job 2145 and click OK.
The job record displays within the tracker.
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View the Method of Manufacture

Within the job Tree View, the Job Tracker displays the method of manufacture used for the specific job.
1. Right-click on the Assembly icon for ASM: 0 4600-1.
2. In the menu that displays, select Tree > Expand Tree.
The tracker automatically displays the Job Details > Assemblies > Assembly sheet.
Use the sheets under the Job Details sheet to view assemblies, operations, subcontract operations, and
materials defined as the method for the specific job.
View the Material Information

You can view the specific material requirements within the tracker.
These requirements include information like Quantity to Parent, Issued Qty and material transactions.
1. In the job Tree View, under Opr: 10 OP: Laser click on MTL: 10 975-00842-00
The Job Details > Materials > Detail sheet displays.
2. View that materials are listed under the Operation for which they are required.
3. Navigate to the Job Details > Materials > Material Transactions sheet.
4. Click the Retrieve button.
5. View the PUR-MTL (purchase receipt to job material) transaction type record.
Several informational sheets, such as Material Transactions, are available on a dashboard. These sheets
are not available within related entry programs (in this example, Job Entry). The details on these sheets
display when you click the Retrieve button on the sheet (or, if present, the Retrieve Transactions button
on the Standard toolbar).
View the Operation Information

The method of manufacture defines the specific operations required to produce the part defined on a job.
You can review the operation details and transactions within the Job Tracker.
1. In the job Tree View, click on Opr: 10 OP: Laser.
The Job Details > Operations > Detail sheet displays.
2. Navigate to the Job Details > Operations > List sheet to view all operations for the assembly.
List sheets display all the related items, in this case, operations.
3. Right-click in the Operations grid and notice that you can use all of the functionality explored during the
Exercise One.
4. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet to view the scheduling
information for each resource needed to run the operation.
5. Navigate to the Job Details > Operations > Scheduling Resources > Scheduled Resources sheet to view
the resource(s) or resource group assigned to the operation.
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View the Multi-Level Method

When a multi-level method is used for a job, the details display in multiple assemblies.
1. Navigate to the Job sheet.
2. In the Job field, enter 2110 and press Tab.
The Job Tracker populates with the information for this job.
3. Expand the Subassemblies node.
4. Right-click the subassembly block icon for ASM: 1 ML-1698-A36 and select Tree > Expand Tree.
View that the Method of manufacture displays for the first subassembly.
5. Right-click the subassembly block icon for ASM: 1 ML-1698-A36 and select Tree > Collapse Tree.
6. Right-click the top assembly block icon for ASM: 0 DCD-200-ML and select Tree > Expand Tree.
View that the Method of manufacture now displays for both subassemblies.
When multiple subassemblies are required by the method, operation and material details display under each
subassembly used during the manufacturing process.
View Subcontract Details

A subcontract operation is an operation performed by a supplier. For example, you may need to send out a part
quantity to a supplier for painting. You can view subcontract operation details within the Job Tracker.
1. Navigate to the Job sheet.
2. In the Job field, enter 2277 and press Tab.
The Job Tracker populates with the information for this job.
3. Expand the Operations node.
4. In the job Tree View, click on Opr: 50 OP: OSVH/
The Job Details > Subcontracts > Details sheet displays.
Review the Subcontract Details, including the Supplier name, Operation or Part number.
5. Navigate to the Job Details > Subcontracts > Purchase Orders sheet.
6. Click the Retrieve button to populate data.
7. In the PO column, right-click 4085 and select Open With > PO Tracker.
The Purchase Order Tracker displays.
8. In the Purchase Order Tracker, navigate to the Lines > Detail sheet.
View the purchase order is placed for the job 2277.
9. Exit the Purchase Order Tracker.
View Labor Details

You can use the Job Tracker to view a labor details booked against operations.
1. In the Job Tracker, in the Tree View, click on Opr: 10 OP: SHEAR, which is marked complete.
2. Navigate to the Job Details > Operations > Labor Transactions sheet.
3. Click the Retrieve button and view the labor entry of James B. Carville.
4. Exit the Job Tracker.
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Exercise 4 – The Executive Dashboard

The Executive (ShopVision) Dashboards display strategic data required for critical short and long term decisions.
The Executive Dashboard functionality allows you to create complex views of current data. This valuable tool
displays data through grid and graph formats; you can then refresh this data automatically or manually
depending on when you need it.
By creating a Business Activity Query (BAQ) and measuring this data through Executive Queries, you can display
a visual representation of any aspect of your company's data.
Execute the Process Set
Each Executive Dashboard first must have its base Executive Query populated with data. You do this by either
scheduling or executing a Process Set.
When you schedule a process set, the data updates during a regular schedule you define. You can, however,
always run, or execute a process set to gather current data for the Executive Dashboard.
Navigate to Schedule Process Set.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Schedule Process Set
1. In the Process Set field, select zSVSupplierPerf - EPIC03.
Note: EPIC03 is the Company name, in this case Epicor USA.
2. In the User Description field, enter XXX Supplier Performance (where XXX are your initials).
3. On the Standard toolbar, click Submit.
Populate the Dashboard

When launching an Executive Dashboard for the first time, the views and sheets are blank.
To populate an Executive Dashboard with data, click the Refresh All button on the Standard toolbar. The data
that the executive query pulled through its process set appears.
To simply refresh the data on a displayed query, click the Refresh button.
Navigate to Supplier Performance.
Menu Path: Executive Analysis > ShopVision > Supplier Performance
1. On the Standard toolbar, click the Refresh All button.
Data displays within the Executive Dashboard.
Review the Data

Each executive dashboard defines its search fields and criteria as dimensions.
Select a different dimension from the available options to display the data you refreshed through the process
set.
1. In the Dimension ID grid on the left, select Buyer.
Notice the Dimension Detail grid populates with buyer names.
2. In the Dimension Detail grid, select Brian Howard.
3. In the Weekly Performance sheet, notice that the Group By feature is active.
4. Expand the plus sign to see the weekly receipts for Brian Howard.
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5. Using Publish and Subscribe functionality, the chart view below also updates to display this information
in a graphic format.
Change the Data Display

You can change the data by selecting a different dimension.
1. In the Dimension Detail grid, select House Account and view how data changes.
2. Navigate to the Weekly Performance sheet and expand the House Account plus sign to view the data.
3. Navigate to the Fiscal Year Performance sheet.
The Summary Data grid display yearly performance for House Account.
4. Notice that House Account also displays on the title bar for the Executive Dashboard.
5. Navigate to the Yearly chart that displays the yearly performance of all buyers.
6. Click the Settings tab to change the chart options.
7. In the Chart Type field, select ColumnChart and click the Refresh button.
The chart changes to a different chart type.
Print Data
Executive Dashboards contain the page setup, print preview and print functionality.
Once you select the Print or Print Preview command on the Standard toolbar, you launch the action for an active
sheet or grid.
1. While still in the Yearly chart, from the File menu, select Page Setup.
2. In the Page Setup window, in the Orientation section, select Landscape.
3. On the Standard toolbar, click the Print Preview icon.
4. Maximize the Print Preview window and view the chart.
5. Click the Close button to exit the Print Preview window.
6. Exit the Supplier Performance Executive Dashboard.
24
Microsoft Office SharePoint - Build and Deploy
a SharePoint Site
In this lab, you will learn the techniques necessary to build and deploy a SharePoint site.
• Create and customize a SharePoint site
• Create lists
• Create document libraries
• Review security
Create the SharePoint Site

1. Open Internet Explorer.
2. From the Favorites menu, select SharePoint – Portal > SharePoint Central Administration.
The Central Administration page displays.
3. From the Site Actions menu, select Create.
4. On the Create page, under the Web Pages column, select Sites and Workspaces.
You can hover the mouse over various items on the page to display the item definition.
The New SharePoint Site page displays.
5. In the Title field, enter Application Migration Team.
6. In the Description field, enter the following text: Share application migration information with team.
7. In the URL name field, enter migration.
8. On the Collaboration tab, in the Select a template section, select Team Site.
9. In the User Permissions section, select Use unique permissions.
10. Accept all other defaults and click Create. The Set Up Groups for this Site page displays.
Create Security Groups

1. In the Visitors to this site section, click Add all authenticated users. This adds all users to the Visitors
security group.
2. Click OK. The new Application Migration Team page displays.
Customize the Site

1. From the Site Actions menu, select Edit Page.
2. On the Links title bar, click edit and select Modify Shared Web Part.
3. Expand the Appearance section.
4. In the Title field, enter Related Migration Links and click OK.
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Microsoft Office Sharepoint - Build and Deploy a SharePoint Site
5. On the Site Image title bar, click edit and select Delete.
6. Click OK to confirm the deletion of this Web Part.
7. In the Announcements section, click the Get Started with Windows SharePoint Services! Link.
8. Select Delete Item and click OK to confirm the deletion.
9. Click the Add new announcement link.
10. In the Title field, enter Microsoft Applications.
11. In the Body text box, enter the following text: Microsoft applications will be upgraded on January 1,
2011.
12. Click OK.
Create a SharePoint List

Create a list of team members to display on the page.
1. In the Navigation pane, click Lists.
2. On the All Site Content form, click Create.
3. From the Custom Lists column, select Custom List.
4. In the Name field, enter Application Migration Team.
5. To the Display this list on the Quick Launch? message, click No.
6. Click Create.
Add Columns to the List

1. From the Settings menu, select Create Column.
2. Enter the following information:
Field Data
Column name Owner
The type of information in this column is Choice
Type each choice on a separate line Tom Roberts
Sue Lang
<Your Name>
Display choices using Drop-Down Menu
Allow ‘Fill-in’ choices No
Default value Choice
<Your Name>
3. Click OK.
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Field Data
Column name Application
The type of information in this column is Single line of text
Require that this column contains information Yes
Maximum number of characters 255
Default value Text
<leave blank>
6. Click OK.
Field Data
Column name Email
The type of information in this column is Single line of text
Require that this column contains information Yes
Maximum number of characters 255
Default value Text
<leave blank>
9. Click OK.
Modify the Column Order

1. From the Settings menu, select List Settings.
2. In the Columns section, select Column Ordering.
3. Change Application to 1. The field displays first in the list.
4. Click OK.
5. Click the Application Migration Team tab to return to the main page.
Add Data to the List

1. In the Navigation pane, click Lists.
2. Select Application Migration Team.
3. Click New.
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Field Data
Application Microsoft Applications
Title Microsoft Updates
Owner <Your Name>
email <yourname>@apps.com
5. Click OK.
6. Click New.
Field Data
Application Proprietary Applications
Title Proprietary Updates
Owner Tom Roberts
email tomroberts@apps.com
8. Click OK.
9. Click New.
Field Data
Application IT Applications
Title IT Updates
Owner Sue Lang
email suelang@apps.com
11. Click OK.
Display the List on the Main Page

1. From the Site Actions menu, select Edit Page.
2. Click Add a Web Part.
3. Select the Application Migration Team check box and click Add.
4. Click Exit Edit Mode to return to the main page.
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Create a Document Library

1. In the Navigation pane, click Documents.
2. Click Create.
3. From the Libraries column, select Document Library.
4. In the Name field, enter Process Documents.
5. Accept all other defaults and click Create.
Add Documents
1. From the Upload menu, select Upload Multiple Documents.
2. Browse to C:\Desktop\Administrator\Documents.
3. Select the Name check box to select all files in this folder.
4. Click OK.
5. Click Yes to confirm the number of documents to upload.
The Process Documents page displays the selected documents.
Modify the Security Settings

1. From the Settings menu, select Document Library Settings.
2. In the Permissions and Management column, select Permissions for this document library.
3. From the Actions menu, select Edit Permissions.
4. Click OK to confirm the security change.
5. Select the Application Migration Team Visitors check box.
6. From the Actions menu, select Remove User Permissions.
Users in the Visitors group do not have access to this document library.
7. Click OK to confirm the removal of permissions.
8. Select the Application Migration Team Members check box.
9. From the Actions menu, select Edit User Permissions.
10. In the Permissions section, select the Design check box and click OK.
Members of this group can view, edit, and modify the settings of this document library.
Sign Out of SharePoint

1. From the Welcome EPICORSI\administrator menu, select Sign Out.
2. Close Internet Explorer.
29

30
Tools in Tandem: Service Connect and BPM
Service Connect uses a service oriented architecture (SOA) to connect business solutions and automate business
logic. Business Process Management (BPM) directly leverages Epicor 9 business objects, allowing you to
automate decision making and to map application events to business processes. This lab explains both tools -
how and when each can be used to meet your business needs.
You will complete an exercise that uses a BPM directive to call a Service Connect workflow. In the exercise, you
will create sales order for a purchased part. A BPM directive will run when you select a custom check box. The
directive calls a Service Connect workflow that creates a purchase order for the part.
• Understand basic principles of Epicor 9 BPM and Epicor Service Connect and how they can be used
together
• Create a pre-processing directive that:
o Tests for a locked quantity setting on a sales order line
o Calls a Service Connect workflow
• Create a Service Connect workflow from a BPM directive
• Use a Conversion activity in the workflow to set up a Web Service call
• Use a Web Method to call the Epicor 9 POService
Create a Method Directive to Monitor Sales Order Updates
1. Log into Epicor 9 as manager/manager.

2. Access the Method Directive Maintenance program from the main menu: System Management >
Business Process Management > Setup > Method Directives.
3. Click Method Code.
4. In the Starting At field, type U.
5. In the Business Object field, select Sales Order.
6. Click Search.
7. Select the Update method in the grid and click OK.
Add a Pre-Processing Directive
1. Click the Pre-Processing tab.

2. Click New in the Standard toolbar.
3. In the Directive Name field, enter Create PO from Sales Order.
4. In the Group Field, enter SC Integration.
5. In the Order field, change the default value to 1.
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6. Select the Prevent Endless Loops check box.
Add a Condition
1. Click Conditions.
2. Click the Add Condition button.
3. In the User Text field, select “the specified field of the changed row is equal to the specified expression.”
4. Click the first specified.
5. In the Table field, select ttOrderDtl.
6. In the Fields grid, select the check box next to the CheckBox09 field.
7. Click OK.
8. Click the changed row.
9. Select all rows and then click OK.
10. Click the second specified.
11. Click the True button and then click OK.
12. Click OK again to close the Conditions dialog box.
Add an Action to Display an Informational Message
1. Click Actions.
2. Click the Add Action button.
3. In the User Text field, select “show the informational message based on the designed template.”
4. Click designed.
5. In the Name field, enter BPMRunning.
6. In the large text box, enter the following message:
The BPM directive has started.
7. Click OK.
Add an Action to Call a Service Connect Workflow
1. Click Actions.
2. Click the Add Action button.
3. In the User Text field, select “call the specified Epicor Service Connect Workflow specify how.”
4. Create the Service Connect workflow.
a. Click specified.
b. Log into Service Connect using the following credentials:
• Server: EPICORSI:84.
• User: admin.
c. Password: <blank>.
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d. Click the Order package.

e. In the Select Workflow dialog box, click Create New.
f. Select the Order package.
g. Enter CreatePO as the workflow name.
h. Click OK. The workflow list is refreshed.
i. In the Workflows field, expand Order and select CreatePO.
j. In the SC User field, enter admin.
k. Leave the SC Password field blank.
l. Click OK.
5. Click OK to close the Actions dialog box.
Activate and Save the Directive
1. Select the Enable check box.

2. Click Save in the Standard toolbar.
Open the Service Connect Workflow
1. Open the Service Connect Workflow Designer from the Start menu using the following path: Start >
Programs > Epicor Service Connect > Workflow Designer.
2. In the Standard toolbar, click Open.
3. Expand Order and select CreatePO.
4. Click OK.
5. If an arrow connects the Start and Finish activities, select it and delete it.
Add a Conversion Activity
1. In the Items toolbar, click the Conversion button and then click an open area in the workflow diagram to
the right of Start.
2. Set the input and output schemas.
a. Next to the Input Schema field, click Browse.
b. Click User Schemas.
c. Select MD_SalesOrder_Update_Request.xsd and click Next.
d. Click Finish.
e. Next to the Output Schema field, click Browse.
f. Double-click the POServiceBPMLab folder.
g. Select UpdateRequest.xsd and click Next.
h. Click Finish.
3. Map the sales order information to the purchase order request.
a. Next to the Conversion field, click Edit.
b. On the left side of the XML mapper, expand the following nodes: req / dta / UpdateRequest / ds /
SalesOrderDataSet / OrderDtl.
c. On the right side of the XML Mapper, expand the following nodes: req / dta / UpdateRequest /
POData / PODataSet.
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d. Click the Company node on the left side and hold the mouse button. Drag the pointer to the
CompanyID node on the right and release.
This action maps the node on the left to the node on the right. The mapping is represented by a blue
line connecting the two nodes.
e. On the right side, expand the POHeader node.
f. Map Company to Company.
g. Right-click the PONum node on the right side and select Set Literal Value.
h. Enter 0 (zero) and click OK.
i. Right-click the VendorNum node and select Set Literal Value.
j. Enter 4 and click OK.
k. Collapse the POHeader node and expand the PODetail node.
l. Map the following nodes from left to right.
• Company to Company
• PartNum to PartNum
• LineDesc to LineDesc
• OrderQty to CalcOurQty
• OrderQty to CalcVendQty
m. For both the PONUM and POLine nodes, set the literal value to 0 (zero). Right-click the node and
select Set Literal Value.
n. Set the literal value of the QtyChgReq node to false.
o. Click Save in the toolbar.
p. Enter CreatePO.xslt as the transform name and click OK.
q. Close the XML Mapper window.
4. Click the Appearance tab.
5. In the Caption field, enter Create PO.
Add a Web Method Call
1. In the Items toolbar, click the Web Method button.

2. Click in the workflow design area to the right of the Create PO Conversion.
3. In the Caption field, enter PO Update.
4. Click the Web Method tab.
5. Click the browse button next to the Request ID field.
6. Expand POServiceBPMLab.
7. Select POService.Update and click OK.
8. Click the Response Processing tab.
9. Select the Enable Response Processing check box.
10. Click OK.
Connect the Workflow Activities and Save
1. In the Items toolbar, click the Connection button.

2. Click the Start activity, hold the mouse button, and drag the pointer to the Create PO Conversion.
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3. Repeat the previous step to connect the Create PO Conversion to the PO Update Web Method and to
connect the Web Method to the Finish activity.
When done, all activities should be connected in a sequence from left to right.
4. Click Save.
Test the Directive and Workflow
1. In the main Epicor 9 window, click the Options menu and select Developer Mode.
2. Open the Sales Order Entry program using the following menu path: Sales Management > Order
Management > General Operations > Order Entry.
3. In the Select Customization dialog box, select SCandBPM and click OK.
4. Click New in the Standard toolbar.
5. In the ID field, enter DALTON and press Tab.
6. Click the down arrow next to the New button in the Standard toolbar and select New Line.
7. In the Part field, enter 1032FW and press Tab.
8. In the Selling Quantity field, enter 1,001 (or some other quantity greater than 1000).
9. Select the Create PO check box and click Save.
10. Open the Purchase Order Entry program using the following menu path: Material Management >
Purchase Management > General Operations > Purchase Order Entry.
11. Click the PO Number button.
12. In the Supplier field, enter BCMTL and click Search.
13. Select the most recent PO and click OK.
14. Verify that the PO contains the part and quantity that you entered in the Sales Order.
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36
Advanced Dashboards Part 1
In this lab, you will create a new dashboard that displays Customer Sales Order Shipment information using an
existing query in the database. You will add multiple grid views with filters that display customer sales order
shipment information. You will also add a tracker view to allow for easy searching for specific data.
• Create a new dashboard using existing database queries

• Add Grid Views to the dashboard
• Apply filters to the Grid Views
• Add a Tracker View to the dashboard
• Customize the Tracker View to use as an Advanced Search
• Build and Deploy Dashboard to the Main Menu and Favorites Bar
Create New Sales Order Shipment Status Dashboard
1. Navigate to the Dashboard program using the following menu path:

a. Executive Analysis > Business Activity Management > General Operations > Dashboard
2. Verify Developer Mode is enabled.
a. From the Tools menu, select Developer.
b. Verify the tree view displays on the left side of the window.
3. Define dashboard general properties.
a. Click the New button and select New Dashboard.
b. Enter XXXSalesShipments (where XXX are your initials) in the Dashboard ID field.
c. Enter New Sales Order Shipment Tracker in the Description field.
4. Add a new query to the Dashboard.
a. From the New menu (or File menu) select New Query.
b. Click the Query ID button and click Search.
c. Select the zCustomerShipments query and click OK.
d. Click the OK button on the Dashboard Query Properties window to continue.
5. Click the Refresh button on the toolbar to execute the query and retrieve the data.
6. Save the Dashboard
a. Click the Save button.
Modify Grid View for All Shipments
1. Open the Dashboard Grid Properties window.

a. Right-click the zCustomerShipments grid icon in the tree view of the Dashboard and select
Properties. The Dashboard Grid Properties window displays.
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2. Modify the Grid Properties.

a. Enter All in the Caption field.
b. Enable the Show Group By and Show Summaries check boxes on the General sheet.
c. Click OK.
Publish the Packing Slip Number to the Title Bar
1. Right-click the zCustomerShipments query icon in the tree view and select Properties. The Dashboard
Query Properties window displays.
2. Select the Publish sheet.
3. Enable the ShipDtl.PackNum check box.
4. Enable the Publish to Title check box.
5. Select ShipDtl.PackNum in the first field.
6. Enter Packing Slip: in the TitleCaption field.
7. Click the OK button and view the results in the Dashboard.
8. Click Save.
Add a New Grid View for Pending Shipments
1. Right-click the zCustomerShipments query icon in the tree view and select New Grid View.
2. Enter Pending in the Caption field.
3. Disable the following check boxes in the Display Columns list:
• On Time
• OrderHed.PONum
• ShipHead.CustNum
• Customer.Company
• OrderRel.Company
• ShipDtl.Company
4. Select the Show Summaries check box.
5. Click the Filter sheet.
6. Select ShipHead.ReadyToInvoice in the ColumnName field.
7. Select = in the Condition field.
8. Enter False in the Value field.
9. Click OK.
Reposition the Pending Grid on the Dashboard
1. Select the Pending Grid Heading.

2. Click and drag the grid up over the All grid so that an outline displays with a notch at the bottom.
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3. Release the Pending grid so that it creates a tab next to the All grid.
4. Click Save.
Add a New Grid View for Shipped Sales Orders
2. Enter Shipped in the Caption field.
• On Time
• OrderHed.PONum
• ShipDtl.Company
7. Enter True in the Value field.
8. Click OK.
9. Click Save.
Add a New Grid View for Shipped Not Invoiced Sales Orders
2. Enter Shipped Not Invoiced in the Caption field.
• On Time
• OrderHed.PONum
• ShipDtl.Company
7. Select True in the Value field.
8. Press the Tab key to add a second filter.
9. Select ShipHead.Invoiced in the ColumnName field.
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11. Enter False in the Value field

12. Click OK.
13. Click Save.
Add a New Grid View for Invoiced Sales Orders
2. Enter Invoiced in the Caption field.
• On Time
• OrderHed.PONum
• ShipDtl.Company
7. Select True in the Value field.
8. Press the Tab key to add a second filter.
9. Select ShipHead.Invoiced in the ColumnName field.
11. Enter True in the Value field.
12. Click OK.
13. Click Save.
Add and Configure a Tracker View for Advanced Search
1. Right-click the zCustomerShipments query icon in the tree view and select New Tracker View. The
Dashboard Tracker View Properties window displays.
2. Enter Advanced Search in the Caption field.
3. Click the Clear All button.
4. Select the Visible check box on the General sheet for the following fields:
• ShipHead.ShipDate
• Customer.Name
• ShipDtl.PartNum
• ShipDtl.OrderNum
• Customer.CustID
• ShipDtl.XPartNum
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5. Reorder the prompts to display on the Tracker View.

a. Select Customer.CustID and click the blue Up Arrow button (to the right of the scroll bar) to
move the field to the top of the list.
b. Select Customer.Name and click the blue Up Arrow button to move the field to below the
Customer.CustID field.
c. Select ShipDtl.OrderNum and click the blue Up Arrow button to move the field to below the
Customer.Name field.
d. Select ShipDtl.PartNum and click the blue Up Arrow button to move the field to below the
ShipHead.Shipdate field.
e. Select ShipDtl.XPartNum and click the blue Up Arrow button to move the field to below the
ShipDtl.PartNum field.
6. Configure the Customer ID input prompts for the Advanced Search.
a. Enable the Prompt check box for Customer.CustID.
b. Select StartsWith in the Condition field.
7. Configure the Customer Name input prompts for the Advanced Search.
a. Enable the Prompt check box for Customer.Name.
8. Configure the Order Number input prompts for the Advanced Search.
a. Enable the Prompt check box for ShipDtl.OrderNum.
b. Select Equals in the Condition field.
9. Configure the Ship Date input prompts for the Advanced Search.
a. Enable the Prompt check box for ShipHead.ShipDate.
b. Select GreaterThanOrEqualTo in the Condition field.
10. Configure the Part input prompts for the Advanced Search.
a. Enable the Prompt check box for ShipDtl.PartNum.
11. Configure the Cust Part input prompts for the Advanced Search.
a. Enable the Prompt check box for ShipDtl.XPartNum.
12. Click OK.
13. Enable the Input Prompts Only check box.
a. Right click the Advanced Search icon in the tree view and select Properties.
b. Select the Input Prompts Only check box.
c. Click OK.
14. Click Save.
Customize the Tracker View
1. Right click the Advanced Search icon in the tree view and select Customize Tracker View. The
Customization Tools Dialog window displays.
2. Select the Name text box, drag it over, and reposition it to the right of the Customer ID field.
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3. Remove the Customer Name label.

a. Select the Name text on the Advanced Search sheet.
b. In the Customization Tools Dialog window, on the Properties sheet, delete Name: from the
Text field.
4. Add a second prompt for the Ship Date to allow a search by date range.
a. In the Customization Tools Dialog window, from the Tools menu, select Toolbox.
b. Select the EpiDateTimeEditor from the Toolbox (double click), and click to the right of the Ship
Date field to add the second date field for the search by range.
c. Select True in the IsTrackerQuery Control field.
d. Select ShipHead.ShipDate in the QueryColumn field.
e. Select LessThanOrEqualTo in the Dashboard Condition field.
f. Select True in the Dashboard Prompt field.
5. Add a label for the Ship Date range fields.
a. In the Customization Tools Dialog window, from the Tools menu, select Toolbox.
b. Select EpiLabel from the Toolbox (double click,) and click between the two Ship Date fields.
c. Enter to in the Text field.
d. Click Save and close the Customization Tools Dialog window.
e. Save the Dashboard.
Build and Deploy the Dashboard Assembly to the Main Menu and Favorites Bar
1. Build the Dashboard as an Assembly.

a. From the Tools Menu, select Deploy Dashboard.
b. In the Deploy Dashboard Assembly window, select the Deploy Smart Client Application, Add
Menu Tab, and Add Favorite Item check boxes.
c. Click Deploy.
d. Click OK when the deployment is complete.
e. Exit the dashboard.
2. On the Main menu, navigate to Favorites > Dashboard Assemblies to view the Dashboard in the
Favorites Bar.
3. The dashboard is also attached to the Main menu, to the right of the Menu Items sheet.
4. Add the Dashboard to the menu for all users.
a. From the Standard toolbar, enable Developer mode.
b. Select the Menu Groups sheet on the Main Menu.
c. Navigate to Sales Management > Order Management > General Operations.
d. Click the Favorites sheet on the Main menu and select the Dashboard Assemblies Favorite
Group.
e. Right -click the Sales Order Shipment Tracker dashboard and drag to the Menu Items pane.
f. Click OK.
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Budgeting and Forecasting with Active Planner
During this lab, we will focus on the first steps to take to help you get started with your use of Active Planner.
• Understand the basics of creating plan sheets.
• Understand how to create and use templates.
Demonstration Company is a fictitious retail distributor and design company. The chart of accounts consists of
four segments.
 Segment 1 – XXXX is the main account.
 Segment 2 – XXX is the location corresponding to the above facilities as follows:
• 000 – Corporate
• 100 – North America
• 200 – South America
• 300 – Europe
• 400 – Asia
 Segment 3 – XXX is the department consisting of the following:
• 000 – Corporate
• 100 – Sales
• 200 – Marketing
• 300 – Graphic Design
• 700 – Facilities
• 800 – Information Technology
• 900 – Administration
 Segment 4 – XX is the product line consisting of the following:
• 00 – No Product Line
• 10 – Mouse pads
• 20 – Pens
• 30 – Glassware
• 40 – Clothing
• 80 – Gift Sets
• 90 – Other
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Define Plan Sheet
Create the basics for a plan sheet that will be based on account numbers.
1. Select Active Planner > Plans.
2. Select File > New > Plan.
3. Enter a Plan Key and Description of Lab. Assign Admin as the Administrator. Enter a Plan Date of
01/01/2007 and select a Budget Code of Plan. Select the option Allow Sheet Check Out to Managers
and Planners.
4. Click Ok to create the plan.
5. Select File > New > New Sheet.
6. Assign a Sheet Key of 100_Sales and a Description of Sales – Department 100.
7. Leave all other defaults and click Ok to create the plan sheet.
Define Plan Sheet Content
Use the plan sheet wizard to define columns for budget and actual amounts.
1. Select 100_Sales, right mouse click and Select Open.
2. Use the default Base Date Type of Plan Base Date (01/01/2007) in the Automatic Column Definition and
click Next to continue.
3. Check the Prior Year Actual, Current Year Budget, and Use Plan Budget Code checkboxes. Click Next to
continue.
4. Select the Periods Type of Quarterly Periods and click Next to continue. Then and click Finish.
5. To remove the Reference Code column, go to Sheet > Dimensions.
a. Click on the Row Dimensions tab.
b. Highlight row 2, REFCODE.
c. Click the Delete Row icon.
d. Click Ok to close the window.
e. When prompted, select Yes to apply the change.
6. Go to File > Save to save the plan sheet.
Insert Rows Using Sections
To create a plan sheet, sections can be used to insert and manage groups of accounts.
1. If not displayed, open the 100_Sales plan sheet created previously.
2. Select Sections, Section Control, Append.
3. Assign a Section of Salaries with a description of Salaries.
4. Click the Define Ranges button.
5. Enter 6000-000-100-00 as the From Value and 6020-999-100-00 as the Thru Value for the Accounts Row.
6. Click Ok.
7. Enter a Description of Salaries in the Description column of the (header) row.
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8. Enter a Description of Total Salaries in the Description column of the (footer) row.
9. In Cell O3, enter a total cell formula of =sum(O2:O2). Highlight cells O3 to V3 and right mouse click.
Select Fill / Right to copy the formula to all columns.
10. Click the Calc button on the (section) row.
11. Select Source Net Change in the Net Change drop down on the PriorActual row.
12. Leave all other defaults and click Ok to apply this formula.
13. Click the Ok button in the Section Maintenance window. Notice that the section is generated and
inserted into the plan sheet.
14. Navigate to Rows > Calculations > Refresh Entire Plan Sheet and click Yes at the prompt. This will
retrieve actual amounts by quarter for the fiscal year ending 12/31/2006.
15. Save the plan sheet.
Convert a Plan Sheet to a Template
In this exercise, the previously created plan sheet will become a template for all department expenses.
1. If not displayed, open the 100_Sales plan sheet created previously.
2. On the Main Tab, modify the sheet key to Dept_Template.
3. Modify the description to Department Template.
4. Click on the Plan Sheet tab.
5. Navigate to Sheet > Sheet Options and on the Other tab select the Sheet Template option and click Ok.
6. Go to Sections, Section Manager. Select the section created previously, Salaries.
7. Click on Maintain and then Define Ranges.
8. Change the dimension range to filter it (change 6000-000-100-00 to 6000-000-???-00 and 6020-999-100-
00 to 6020-999-???-00)
9. Click Ok to close the Define Ranges.
10. Select Generate and Regenerate All Rows.
11. Click Ok to regenerate the rows and close the Section maintenance window. Select Close to close the
Section Manager window.
12. Click the Save button and select Update Existing Record when prompted.
13. Close the plan sheet.
Define the Derivative List
Now that a template has been created, the sheets to be created and maintained from this template must be
defined.
1. In the Plan tree, select Dept_Template. Right mouse click and select Define Derivative Sheets.
2. Append a new row and enter 100_Sales in the sheet column and Sales – Dept 100 in the description
column.
3. Leave all other defaults except the Value field. Enter 6000-000-100-00 in this field.
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4. Append another new row and enter 200_Marketing in the sheet column and Marketing – Dept 200 in
the description column.
5. Leave all other defaults except the Value field. Enter 6000-000-200-00 in this field for the account.
6. Go to File > Save to save the definition and close the Define Derivative Sheets window.
Generate Derivatives
Once defined, the sheets must be created.

1. In the Plan tree, highlight the Dept_Template sheet, right-click and select Generate From Template.
2. Select the Generate? and Calculate? Options for both sheets.
3. In the Section Generation Options select Regenerate All Rows.
4. Click Ok button to generate the plan sheets.
5. In the Unassigned Sheets node verify that the new derivative exists.
6. Open the 200_Marketing sheet and note that the accounts all use department 200 in the third segment
(???s were replaced) and the section was expanded.
7. Close the plan sheet.
Modify Template Calculations
While creating plans, it is often necessary to make changes that must be applied to all sheets generated from a
template. In this exercise, a calculation will be added for the budget columns in the department sheets
generated previously. The calculation will extrapolate the first 6 months of the current year and increase the
value by 5%. This result will be spread evenly across all budget quarters.
1. Open the Dept_Template sheet created previously.
2. Go to Sections, Section Manager. Select the section created previously, Salaries.
3. Click on Maintain and then Calc for row 2.
4. Select Formula in the Net Change drop down on the Budget row.
a. In the Calculation section, click the Maintenance icon next to the Formula field.
b. Enter a Formula Key of Hist_Salary and Description of Historical Salaries.
c. Click on the Formula tab.
d. In the first row, select a Type of Account.
e. Select Prior 1 for the Year. Select Period and 1 for the top section of row 1 and Period and 6 for
the bottom section of row 1.
f. Leave all defaults up to the Account field. Select ????-???-???-?? for the top section of row 1.
Tab to default the same value in the bottom section of row 1.
g. Select * in the Op column.
h. In the next row, select a Type of Constant and enter 2 in Parameter 1. This will multiply the first
six months of actual by 2, to estimate an annual expense.
i. Select * in the Op column.
j. In the next row, select a Type of Constant and enter 1.05 in Parameter 1. This will multiply the
result of rows 1 and 2 by an estimated increase of 5%.
k. Click the Save icon.
l. Close the Formula Maintenance window by selecting File, Close. When prompted to Apply This
Formula, select Yes.
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5. On the Calculation window, select Scope.

6. Select Entire Group and leave other defaults.
7. Click Ok to close the Calculation window.
8. Click Ok to close the Section maintenance and then Close to close the Section Manager window.
9. Save the changes in the template and close it.
Update Sheets Created From Template
Once a change is made to a section within a template, it must be distributed to sheets that were created from it.
1. In the Plan tree, highlight the Dept_Template sheet, right-click and select Generate From Template.
2. Select the Generate? and Calculate? Options for both sheets.
3. In the Section Generation Options select Regenerate All Rows.
4. Leave the default of Modify Derivatives in the Derivative Sheet Generation Options.
5. Click Ok button to generate the plan sheets.
6. Open the 200_Marketing sheet and note that there are new values in the budget columns.
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48
Embedded Customization Intermediate, Part 1
Epicor provides a built-in customization engine that allows companies and individual users to customize and
personalize their environments without the need to alter existing source cod. This two-part lab demonstrates
the definition and activation of user defined tables. Once the tables have been defined, additional customization
techniques are used to create a parent/child ultra combo box inside a Vantage\Vista\Epicor 9 program.
Customization refers to the ability to modify aspects of the user interface and application functionality. This
includes the ability to model changes, track changes, pilot changes, and deploy changes to the user community.
At the conclusion of the lab, you will be able to:
• Activate a user-defined parent/child table to the menu
• Establish the default user interface form for the Parent user-defined table.
• Define Child user interface form.
• Establish the new customization as the default for the menu item.
• Enter the Parent/Child data.
Business Scenario
Your Company requires a maintenance program to track shipping carriers and the various trailers provided by
each carrier. To accomplish this, define a maintenance program to allow entry of the shipping company details.
Add a drop down list of carriers to the Order Entry to allow shipper selection. Once that shipper is selected, a
second drop down listing presents the trailers provided by that company
Establish the User Defined Table

Both stand-alone and parent-child user tables are defined in the same manner. You will begin by creating a
maintenance program that permits the entry of shipment carrier address and packaging sizes into a newly
defined table. The parent-child table is attached to the Main menu using Menu Maintenance.
Log on to Epicor 9 using the User Name and Password of Manager.
1. Navigate to Menu Maintenance.
Menu Path: System Management / Utilities / Menu Maintenance.
2. From the tree view, navigate to Material Management > Shipping/Receiving > Setup.
3. From the New menu, click New Menu.
Field Data
Menu ID UD100
Name Carrier Shipping Size
Security ID Accept the Default
Order Sequence 1
Enabled Field Checked
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Field Data
Program Type Menu Item
Icon Maintenance
Program Epicor.Mfg.UI.UD100Entry.dll
5. Click Save and exit Menu Maintenance.

6. From the Options menu, select Change User ID.
7. Log in the User Name and Password of Manager. Verify that the Carrier Shipping Sizes Displays on the
menu listing.
Customize the Parent Detail Sheet

Once attached to the menu, the new parent/child table has a default base entry form and three sheets: Detail,
List, and Child. The fields on the new sheets are not defined; therefore, the entry form must be customized to
define the values to appear on the entry form.
1. From the Option menu, select Developer Mode menu.
2. Navigate to the Carrier Shipping Sizes program.
Menu Path: Material Management / Shipping/Receiving / Setup
3. From the Select Customization and Translation, select Base Only from the window and click OK.
4. From the Tools menu, select Customization.
Remove the Binding Between Fields

The computer framework binds the text boxes with their labels by default. The link between the two elements
must be removed before they can be removed from the screen.
1. Select the Text box for Key 2.
2. In the Customization Dialog Properties box, locate EpiBinding and clear the contents.
3. Repeat steps one and two to clear the EpiBinding for Keys 3-5.
Create New Fields and Bind to a DataSource

1. Move the Tools Dialog Box to one side. Click on the text boxes and labels for Keys 2-5 and drag them
off the screen to remove. Alternately, in the Dialog box set the Visible property to False.
2. Reposition the text box field and label for Key 1 to be in horizontal alignment with the Search button.
3. Reposition the Description field box and label to be below Key 1.
4. Select the Key1 Label element.
5. Using the Properties sheet in the Customization Dialog box, change the Text property for the label to
Carrier ID.
6. Select the label for the Description field and change the text property to Name.
7. From the Tools Menu of the Customization Dialog window, select ToolBox.
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8. Click the EpiTextBox button and draw a new text box on the screen (If prompted, select Customization
in the Select Layer Type pop-up window).
9. From the EpiControl section of the Properties sheet, select the EpiBInding field.
10. From the listing, expand UD100 and select ShortChar02 as the DataField.
11. From the ToolBox, select EpiLabel and create a label called Address next to the new text box.
12. Repeat steps 7-11 to create a Text box and Label using the information below:
Text Box and Label Link to DataSource Link to Data Field
City UD100 ShortChar03
State UD100 ShortChar04
Zip UD100 ShortChar05
Phone UD100 ShortChar06
13. Select the Search Button and change the Text Property to Carrier ID.
Save and Name the Customization

1. Click Save.
2. In the Name field, enter XXXCarrier (where XXX are your initials)
3. In the Description field, enter Carrier Locations, and click Save.
4. In the Customization Comment box, enter Shipping Carrier Maintenance, and click OK.
5. From the Tree view of the Customization Dialog Window, select UD100Form.
6. From the Properties box, change the Text property to Carrier Maintenance.
Customize the Child Detail Sheet

The Child sheet is customized to hold the related size information (Child UD100A) linked to the carrier detail
table (parent UD100).
1. Navigate to the Child sheet of the Carrier Maintenance form.
2. Select the text box for ChildKey2.
3. From the EpiControl section of the Properties sheet, clear the EpiBInding field
4. Repeat step two and three for ChildKeys 3 -5.
5. Hide or drag off all the ChildKeys except ChildKey1 and the Description field.
6. Reposition the ChildKey1 and Description fields to the top of the form.
7. Select the ChildKey1 label and change Text Property to Size ID.
8. Select the ChildKey1 text box and make sure the EpiBinding field displays UD100A.ChildKey1.
9. For the Description field, select the Text box and change the EpiBinding field to UD100A.Character01.
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10. Using the following information, add two text boxes and labels:
Label DataSource DataField
Width UD100A ShortChar02
Weight UD100A ShortChar03
11. Click Save and click OK to close the Customization Comment box.
12. Exit the Customization Dialog Box and turn off Developer Mode.
Attach the New Customized Form to the Menu
All standard UI forms in the application can be replaced by a new customization as the default form. Inside
Menu Maintenance, the new customization is linked to the menu item. In this example, you will link the Carrier
Maintenance UI form to the Carrier Maintenance program as the default form.
1. Navigate to Menu Maintenance.
Menu Path: System Management / Utilities / Menu Maintenance.
2. From the tree view, navigate to Material Management > Shipping/Receiving > Setup.
3. From the tree view, select the Carrier Shipping Size.
4. In the Customization and Translation box, select your customization.
5. Click Save and exit Menu Maintenance.
6. From the Options menu, select Change User ID to refresh the screen.
Enter Data in the New Table

1. Navigate to Carrier Shipping Size.
Menu Path: Sales Management /Order Management/ Setup /Carrier Shipping Size.
2. From the New menu, select New Parent.
Field Data
Carrier ID CFC001
Name Combined Freight Company
Address 2345 Anderson Parkway
City Eden Prairie
State MN
Zip 55343
Phone 952-944-0924
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4. Enter the Child Information for Combined Freight

Field Child #1 Child #2
Size 14CLT 24clt
Description 14 Foot Closed Trailer 24 Foot Closed Trailer
Width 20 22
Weight 57,500 60,000
5. Enter the Parent Information:

Field Data
Carrier ID MFT001
Name Mulaney Freightlines
Address 5432 Any Street
City Minneapolis
State MN
Zip 55426
Phone 612-366-0098
6. Enter the Child information for Mulaney Freightlines

Field Child #1
Size 20 FRG
Description 20 Ft. Refrigerator Trailer
Width 18
Weight 75,000
7. Click Save and exit the Carrier Shipping Sizes program.
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54
Using Service Connect for Transaction Automation
Part 1
Learn hands-on how to set up a visual workflow to bring part data into Epicor 9.05.
Part 1 of this lab explains how to develop a workflow that can create duplicate parts based on a text file that is
submitted to Service Connect. The workflow relies on the Part.DuplicatePart Epicor business object method.
• Use the Administration Console to connect to Epicor 9

• Become familiar with message attributes such as message types and senders
• Add an input channel that can monitor a folder
• Use the Schema Utility to create a schema for a Comma Separated Value (CSV) file
• Create a workflow that uses the following activities:
o Conversion
o .NET Call
Create a Message Type
Message types categorize messages that enter Service Connect. For this task, you will create a Message Type
that indicates the incoming document contains information about parts and that the message is intended to
duplicate parts.
1. Open the Administration Console. Start > All Programs > Epicor Software > Epicor Service Connect >
Service Connect Administration.
2. Expand the following nodes: EPICORSI, Connectivity, and Message attributes.
3. Right-click Message Types and select Add New Message Type.
4. Enter Parts as the Message type name.
5. Click Add.
6. Enter Duplicate as the Action name.
7. Click OK until you exit all dialog boxes.
Add a Sender
Senders identify the origin of documents entering Service Connect. For this task, you will create a Sender that
indicates the document was sent from an external party named Vendor 1.
1. Right-click Senders and select Add New Sender.

2. Enter External as the Sender name.
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Using Service Connect for Transaction Automation Part 1
3. Click Add.
4. Enter Vendor1 as the Sub-sender name.
5. Click OK until you exit all dialog boxes.
Add an Input Channel
Input Channels are entry points for Service Connect workflows. The Input Channel will monitor a folder on the
server’s hard drive. It will be designed to accept a business document (in this case a CSV file [comma separated
values]), transform it to XML, and add message attributes.
1. In the Administration Console, expand the following nodes: Communication Setup, EPICORSI and
Channels.
2. Right-click Input Channels and select Add New.
3. Enter PartsIn as the Channel name.
4. Select FILE as the Listener type.
5. Select the Use Scan Interval check box.
6. Configure the channel.
a. Click Configure.
b. Select External as the SenderName.
c. Select Vendor1 as the SenderSubName.
d. Select Parts as the MsgType.
e. Select Duplicate as the Action.
f. Click the Communicator Properties tab.
g. Enter C:\ESCSamples\E9SCLab\In as the File path.
h. Enter *.csv as the Mask.
i. Click the button next to the Conversion field and select csv2xml.dll as the conversion plug-in.
j. Click OK to exit all dialog boxes.
Create a Schema
The following task shows how to create a schema based on the CSV file that will enter the workflow. Service
Connect will use the schema to interpret the structure of the incoming file.
1. Open the Workflow Designer. Start > All Programs > Epicor Software > Epicor Service Connect >
Workflow Designer.
2. Click the Tools menu and select Schema Utility.
3. Click File and select Generate Schema.
4. Browse to C:\ESCSamples\E9SCLab.
5. Select DuplicateParts-Part1.csv and click Open.
6. Select csv2xml.dll and click OK.
7. Click Yes when asked if you want to import the schema to SC.
8. Enter E9SCLab_DuplicatePart.xsd as the File name and click OK.
9. Exit the Schema Utility.
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Create the Workflow
The workflow will take the incoming message, which will be transformed to XML by the Input Channel, and send
each part separately to a Sub-workflow.
1. Click the File menu and select New Process.

2. Leave Blank process selected and click OK.
3. Save the workflow.
a. Click Save.
b. Click New.
c. Enter Epicor9 as the Package name and click OK.
d. Enter DuplicatePart as the workflow name and click Save.
e. Click Yes for the message.
Add a Conversion
1. Click the Conversion button in the Items toolbar.

2. Click in the workflow design area to the right of Start.
3. Set the Input Schema.
a. Next to the Input Schema field, click Browse.
b. Click User Schemas.
c. Select E9SCLab_DuplicatePart.xsd and click Next.
d. Accept the default values and click Finish.
4. Set the Output Schema.
a. Next to the Output Schema field, click Browse.
b. Select .NET References.
c. Double-click the PartBO folder.
d. Select Epicor_MFG_BO_Part_DuplicatePart_Request.xsd and click Next.
e. Accept the default values and click Finish.
5. Define the conversion.
a. Next to the Conversion field, click Edit.
b. Expand the following nodes on the left side of the XML Mapper window—the incoming document
side: req, dta, table, and row.
c. Expand the following nodes on the right side of the window—the target document side: req, dta
and DuplicatePartRequest.
d. Map the nodes of the incoming document (left) to the nodes of the target document (right) as
follows: Company to CompanyID, OldPartID to sourcePartNum, NewPartID to targetPartNum and
NewPartDesc to targetPartDescription.
e. Click Save.
f. Enter PrepDuplicatePart.xslt as the transform file name and click OK.
g. Exit the XML Mapper.
6. Add a caption.
a. Click the Appearance tab.
b. Enter Prep for Duplicate Part as the Caption.
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Add a .NET Call
1. Click the .NET Call button in the Items toolbar.

2. Click in the workflow design area to the right of Prep for Duplicate Part.
3. Add a Caption.
a. Click the Appearance tab.
b. Enter PartService DuplicatePart as the Caption.
4. Set the request.
a. Click the General tab.
b. Next to the Request ID field, click Select.
c. Expand PartBO.
d. Expand Epicor.Mfg.BO.Part.
e. Select PartBO.Epicor.Mfg.BO.Part.DuplicatePart and click OK.
Connect the Workflow Activities and Save
1. Click the Connection button in the Items toolbar.

2. Connect Start to Prep for Duplicate Part.
To connect the activities, click Start, hold the left mouse key and move the pointer to Prep for Duplicate
Part.
3. Connect Prep for Duplicate Part to Call Duplicate Part.
4. Connect Call Duplicate Part to Finish.
5. Click Save.
Create a Message Map
1. In the Administration Console, right-click the Message Map node and select Add New Request.
2. In the Sender name field, select External.
3. In the Sender subname field, select Vendor1.
4. In the Message type field, select Parts.
5. In the Message action field, select Duplicate.
6. Click the Select button next to the Request ID field.
7. Clear the check boxes labeled Channels and Web Methods.
8. Locate the process named Epicor9\DuplicatePart and click OK until you exit all dialog boxes.
Test the Workflow
IMPORTANT! Service Connect is monitoring the In folder, so you must be sure to copy/paste the sample data
into it. If you move the sample data, Service Connect will consume it, and the file will be lost for any future
testing.
1. In Windows Explorer, browse to C:\ESCSamples\E9SCLab.
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2. Right-click the file named DuplicateParts-Part1.csv and select Copy.

3. Open the In folder.
4. Right-click inside the empty folder and select Paste.
5. In the Administration Console, expand Document Tracking and click Inbound Messages.
There should be a message with a recent timestamp on it with a status of Complete.
6. Double-click the message to view the detailed status of each execution point.
7. Verify in Epicor 9.05 that part 516NL-1ESC was created from part 516NL. Material Management >
Inventory Management > Setup > Part.
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60
In the first exercise of this lab, you will create a new query for Customer Part Numbers in the Business Activity
Query program. Once you have created the query, you will create a new dashboard and add the new query to
it. Next, you will customize the Customer Tracker program, add a new sheet for Customer Parts, and embed the
dashboard which subscribes (filters) to the customer in focus.
A second exercise has you modify the same dashboard again, and add a second sheet to the Customer Tracker
program. You will embed the dashboard on the second sheet, and publish the selected records from the grid to
the Tracker. When you select a record from the dashboard grid, it publishes the customer ID to the Customer
Tracker program.
• Create a Business Activity Query (BAQ)
• Create a dashboard
• Add the new query to the dashboard
• Modify the Grid View for the query
• Add a Dashboard Browse to the dashboard
• Add a Tracker View for an Advanced Search in the dashboard
• Embed the dashboard in the Customer Tracker program (using two methods: publish and subscribe)
Exercise One
Create a Business Activity Query for Customer Part Numbers
1. Navigate to the Business Activity Query program using the following menu path:
Executive Analysis > Business Activity Management > Setup > Business Activity Query
2. Click the New button and enter CustXPartNum in the Query ID field.
Note: When you press Tab to move to the next field, the application automatically adds the company
identifier followed by a dash as a prefix to the query. In this example, the query ID changes to EPIC03-
CustPartXNum.
3. Enter Customer Part Numbers in the Description field.
4. Select the Shared check box.
5. Navigate to the Phrase Build sheet to select the tables and fields to use in this query.
6. In the Phrase build > Diagram View sheet, enter Cust in the Filtering field.
7. Double-click (or click and drag) Customer and CustXPart from the filtered table list to the designer area
on the right.
8. On the Display > Column Select sheet, add the following Display Columns to the query:
• CustXPrt.PartNum
• CustXPrt.BaseRevisionNum
• CustXPrt.XPartNum
• CustXPrt.XRevisionNum
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• Customer.CustID
• Customer.Name
9. On the Display > Column Select sheet, modify Labels for the columns (fields) selected to display.
a. Change the CustXPart.PartNum field Label to Base Part.
b. Change the CustXPrt.BaseRevisionNum field Label to Base Rev.
c. Change the CustXPrt.XPartNum field Label to Customer Part Number.
d. Change the CustXPrt.XRevisionNum field Label to Customer Part Revision.
e. Click Save.
10. On the Display > Sort Order sheet, assign the Sort Order for the Data you want to display in the query.
a. Double-click (or click and drag) CustXPrt.XPartNum from the Available Columns list to move it
to the Sort By list.
11. On the Analyze sheet, Analyze and Test the query results.
a. Click the Analyze button.
b. Click the Test button and review the query results.
c. Click Save and Exit the BAQ Designer program.
Create a Customer Part Number Dashboard and Modify the Grid View
Executive Analysis > Business Activity Management > General Operations > Dashboard
2. Verify Developer Mode is enabled.
3. Add the new query to the Dashboard.
a. From the New menu (or File menu), select New Query.
b. Click the Query ID button and click Search.
c. Select the EPIC03-CustXPartNum query and click OK.
d. Click the OK button on the Dashboard Query Properties window to continue.
4. Click the Refresh button on the toolbar to execute the query and retrieve the data.
5. Save the Dashboard.
a. Click the Save button.
b. Enter XXXCustXPart (where XXX are your initials) in the Dashboard ID field.
c. Enter Customer Part Numbers in the Description field.
d. Click OK.
6. Modify the Grid View.
a. Right-click the EPIC03-CustXPartNum grid icon in the tree view of the Dashboard and select
Properties. The Dashboard Grid Properties window displays.
b. Enter Customer Parts in the Caption field.
c. Click OK.
d. Click Save.
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Add Dashboard Browse to the Dashboard

1. Right-click the EPIC03-CustXPartNum query icon in the tree view of the Dashboard and select
Properties. The Dashboard Query Properties window displays.
2. On the Filter sheet, in the ColumnName field, select Customer.CustID.
3. In the Condition field select =.
4. Select Dashboard Browse in the Value field. The Dashboard Browse window displays.
a. Select the Primary Browse check box.
b. In the drop-down Columns list, select Name and click the Blue Arrow button.
c. Click OK in the Dashboard Browse window.
d. Click OK again in the Dashboard Query Properties window.
5. Click Save and exit the dashboard.
Customize the Customer Tracker - Add a New Sheet and Embed the Dashboard
1. Enable Developer Mode from the Main menu.
a. From the Options menu, select Developer Mode.
2. Navigate to the Customer Tracker program using the following menu path:
Sales Management > Order Management > General Operations > Customer Tracker
a. When the Select Customization window opens, select the Base Only check box.
b. Click OK.
3. From the Tools Menu, select Customization. The Customization Tools Dialog window displays.
4. Select the Wizards sheet and Sheet Wizard in the Customization Tools Dialog window.
5. Add a new sheet to the Customer Tracker program.
a. Click the New Custom Sheet button.
b. In the Dockable Sheets list, select customerDock1.
c. Select the Docking Sheet check box.
d. In the Name field, enter CustXPart.
e. In the Text field enter Customer Parts.
f. In the Tab Text field, enter Customer Parts.
6. Embed the Dashboard on the new Customer Parts sheet.
a. Click the Add Dashboard button. The Embedded Dashboard Panel Wizard window displays.
b. Step 1 of 3: Select the Dashboard. Click the Dashboard button to search for and select your
dashboard (XXXCustXPart).
c. Click the Next button.
d. Step 2 of 3: Select Publish and Subscribe options. Select Subscribe to UI data (auto Retrieve on
publication).
e. Click Next.
f. Step 3 of 3: Select the DataView and DataColumn to which the Dashboard will subscribe.
g. In the DataView list, select Customer.
h. In the DataColumn list, select CustID.
i. Click the Add Subscribe Column button.
j. Click Finish.
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7. Click the Blue Arrow button to add the dashboard to the custom sheet.
8. Click Save in the Customization Tools Dialog window. The Customization Save Dialog window displays.
a. In the Name field, enter XXXCustXPart (where XXX is your initials)
b. In the Description field, enter Customer Parts.
c. Click Save.
d. Click OK when the Customization Comment window displays.
e. Exit the Customization Tools Dialog window.
9. In the Customer Tracker, enter DALTON in the Customer field.
a. Verify the Customer Parts sheet displays Customer Parts for the selected customer.
10. Exit the Customer Tracker.
Exercise Two
Modify the XXXCustXPart Dashboard and Save It as a New Name
1. Disable Developer Mode from the Main menu (customization mode).
a. Click the Developer button on the Standard toolbar.
3. Verify Developer Mode is enabled (dashboard developer mode).
4. Click the Open button, and search for and select your dashboard (XXXCustXPart).
5. Remove the Dashboard Browse.
a. Right-click the EPIC03-CustXPartNum query icon in the tree view and select Properties.
b. On the Filter sheet, select the row with the Dashboard Browse filter and press the Delete key
on your keyboard.
c. Select Yes to delete the row.
d. Click OK.
6. Publish the Customer.CustID field from the query.
a. Right-click the EPIC03-CustXPartNum query icon in the tree view and select Properties.
b. On the Publish sheet, select Customer.CustID.
c. Select the Publish to Title check box.
d. Select Customer.CustID in the selection box.
e. Click OK.
7. Save the Dashboard as a new name.
a. From the File menu, select Save As.
b. In the Dashboard ID field, enter XXXCustPart2 (where XXX are your initials).
c. Click OK.
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Add and Configure a Tracker View for Advanced Search in the Dashboard
1. Right-click the EPIC03-CustXPartNum query icon in the tree view and select New Tracker view.
2. Enter Advanced Search in the Caption field.
3. Select the Prompt check box for the following fields:
• CustXPrt.Part Num
• CustXPrt.Base RevisionNumber
• CustXPrt.XPartNum
• CustXPrt.XRevisionNum
• Customer.Cust ID
4. Select the Input Prompts Only check box.
5. Click OK.
6. Reposition the Advanced Search sheet to form a new tab at the top of the dashboard window.
7. Click Save and exit the dashboard.
Customize the Customer Tracker - Add a New Sheet and Embed the XXXCustXPart2 Dashboard
1. Enable Developer Mode from the Main menu.
a. Click the Developer button on the Standard toolbar.
2. Navigate to the Customer Tracker program using the following menu path:
Sales Management > Order Management > General Operations > Customer Tracker
a. When the Select Customization and Translation window opens, select your previous
customization from the tree view.
b. Click OK.
3. From the Tools Menu, select Customization. The Customization Tools Dialog window displays.
4. In the Customization Tools Dialog window, select the Wizards sheet and Sheet Wizard.
5. Add a New Sheet to the Customer Tracker.
a. Click the New Custom Sheet button.
b. In the Dockable Sheets list, select customerDock1.
c. Select the Docking Sheet check box.
d. In the Name field, enter CustXPart2.
e. In the Text field, enter Customer Parts2.
f. In the Tab Text field, enter Customer Parts2.
6. Embed the Dashboard on the new Customer Parts sheet.
a. Click the Add Dashboard button. The Embedded Dashboard Panel Wizard window displays.
b. Step 1 of 3: Select the Dashboard. Click the Dashboard button to search for and select your
second dashboard (XXXCustXPart2).
c. Click the Next button.
d. Step 2 of 3: Select Publish and Subscribe options. Select Publish data to the UI.
e. Click Next.
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f. Step 3 of 3: Select the Dashboard Columns for Publishing.

g. Select Customer.CustID from the Available Published Columns.
h. Click the Add Published Column button.
i. Click Finish.
7. Click the Blue Arrow button to add the dashboard to the custom sheet.
8. Click Save.
9. Click OK in the Customization Comment window.
10. Exit the Customization Tools Dialog window.
11. In the Customer Tracker program, navigate to the Customer Parts2 sheet.
a. Enter Part Number DSS-1000 in the Base Part field.
b. Click Refresh.
c. Select the record for Addison in the Customer Parts sheet of the Dashboard.
d. Navigate to the Customer > Detail sheet. The customer selected from the grid (Addison) should
be in focus in the Customer Tracker.
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The UltraCombo element is designed to provide a drop down listing of related field data. If the UltraCombo is
tied to a parent-child user-defined table, a second, child UltraCombo can be defined to populate its data based
on the selection from the parent UltraCombo.
This workshop demonstrates how to create the parent and child UltraCombo. In this example, the parent
UltraCombo is added to the releases sheet and becomes the primary drop down list. The child is then added
beneath the parent and code is used to define the data relationship.
• Explore the different styles of Combo Boxes.
• Create the Parent combo using an EpiRetrieverCombo (Epicor 9) or an UltraCombo (Vantage).
• Add assemblies and retrievers to synchronize the parent/child combos.
• Enter custom code to populate the Child combo based on the Parent selection.
• Understand how Retrievers and Adapters are used to populated data from a selected DataSource.
• Use a Form Event and author a routine to tell the application when to filter the data between combos.
Add the Parent RetrieverCombo – Epicor 9

In Epicor 9, the Parent combo is created using the EpiRetrieverCombo element. This combo style ties the
Retrievers and Adapters to the combo box itself to create the primary drop down list.
1. Select Developer Mode.
2. Navigate to Order Management.
Menu Path: Sales Management / General Operations / Order Entry.
3. From the Customization and Translation screen, select Base Only and click OK.
4. Select Customization from the Tools menu when the Order Entry form opens.
5. Select the Script Editor Sheet and click VB.
6. Navigate to the Releases – Detail sheet.
7. Select the field and label for Sub Ship To, and set the visible property to False.
8. Select the Ship Routing field and label and set the visible property to False.
9. From the Tools menu of the Customization Tools Dialog window, select ToolBox.
10. Select the EpiRetrieverCombo element draw one Retriever Combo box inside the Destination group
box.
11. From the Retriever list, select UD100 Adapter.
12. From the Adapter item listing, select UD100Combo and click OK.
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13. Using the Properties sheet, make the following adjustments to the new RetrieverCombo.
Property Control Data
Text Clear out any entry
Size 140, 22
AutoWidth False
Auto Width Option Control Width
EpiControl > EpiBinding OrderRel.ShortChar01
14. From the ToolBox, select the EpiLabel and draw a label next to the parent UltraCombo.
15. In the Text property, enter Carrier.
16. Click Save.
17. In the Name field, enter XXXOrder (where XXX are your initials).
18. In the Description field, enter Order with Carrier.
19. In the Customization Comment box, enter Sales Order with Carrier Details.
Add the Child EpiRetrieverCombo

The child UltraCombo is defined to provide a listing of data that is dependent on the option selected from the
parent UltraCombo.
1. From the ToolBox, select EpiRetrieverCombo and draw out the combo under the Parent combo.
2. Select the EpiRetrieverCombo, and make the following adjustments:
Property Control Data
Text Clear any entry
Size 140, 22
AutoWidth False
Auto Width Option Control Width
Name ucbCarrierSize
EpiControl > EpiBinding OrderRel.Character01
3. From the ToolBox, select epiLabel, then draw a label element to identify the UltraCombo on the form.
4. Change the Text property of the new label to Trailer Size.
Load Adapters
The main adapter is added when the retriever combo is defined. A total of three Adapters are required,
therefore the other two must be added using the Customization Business Adapter wizard.
1. From the ToolBox, select Wizards and then select Customization Wizards.
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2. From the Wizards listing, select Reference Adapter/BL Assemblies and click Launch Wizard.
3. Click the Get Adapters button and select UD100.
4. Click Finish and click Close.
Enter Custom Code to Link the UltraCombos

Custom code is entered to complete the customization. The code entered provides instruction to the child
UltraCombo pull in data from the parent record.
1. Select Trailer Size UltraCombo (Child) and navigate to the Script Editor Sheet.
2. Enter as follows:
Add the following code to the Custom Module Level Variables Section below: '// Add custom Module
Level Variables Here **
Private ud100Adapter As UD100Adapter
Add the following after Sub Initialize Custom Code ()
ud100Adapter = New UD100Adapter(oTrans)
ud100Adapter.BOConnect()
Add Custom Code to Populate the Child UltraCombo

A custom code subroutine is added to populate the child UltraCombo with the data from the UD100A child
table.
1. Select the Script Editor sheet
2. Just above the Sub Destroy Custom Code entry, enter the following information:
‘// Custom SubRoutine to populate the Child UltraCombo:
Private Sub FillUD100ACombo(ChildKey1 As String)
Dim myHash As System.Collections.Hashtable = New System.Collections.Hashtable()
Dim wClause As String = String.Empty
If Not (String.IsNullOrEmpty(ChildKey1)) Then
wClause = “ChildKey1” = “” and ChildKey1 and ‘’’
End if
'MessageBox.show(wClause)
myHash.Add("UD100A", wClause)
Dim opts As SearchOptions = Epicor.Mfg.UI.Searches.SearchOptions.CreateRuntimeSearch
(myHash, DataSetMode.RowsDataSet)
ud100Adapter.InvokeSearch(opts)
'place combo code here
End Sub
3. Click Save.
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4. In the Script Editor, enter the following directly after the End Sub entry of the code just entered.
‘// A second SubRoutine relates the Child data with the selected Parent Data
Private Sub ucbCarrierSize_BeforeDropDown(ByVal Sender As Object, ByVal Args As
System.ComponentModel.CancelEventArgs)
'// ** Place Event Handling Code Here **
Dim edvOrderRel As EpiDataView = CType(oTrans.EpiDataViews("OrderRel"), EpiDataView)
Dim ChildKey1 As String = edvOrderRel.dataView(edvOrderRel.Row) ("Character01")
FillUD100ACombo(ChildKey1)
End Sub
5. In the DestroyCustomCode section, enter the following code to ensure no data stays within the form
after it is refreshed.
Enter the following in the DestroyCustomCode() area:
ud100Adapter.Dispose()
ud100Adapter = Nothing
6. From the Tools menu, click the Test Code to verify the code.
Add a Form Event

A form event is used to link the code to a specific row, field, or form. In this case, the code will take place when
the form is loaded. When the user performs the customized event, this special code will automatically run
1. Navigate to the Wizards sheet, and select the Form Event Wizard sheet.
2. From the SelectEventType field, select Load.
3. Click the UpdateSelected Event Code button and click the Blue arrow.
4. From the Script Editor, locate the green ‘//Add Event Handler Code section, enter the following code:
Form Event Code - add below '// Add Event Handler Code:
ucbCarrierSize.ValueMember = "ChildKey1"
ucbCarrierSize.DataSource = ud100Adapter.UD100Data.UD100A
ucbCarrierSize.DisplayMember = "Character01"
Dim fields As String() = New String() {"Character01"}
ucbCarrierSize.SetColumnFilter(fields)
FillUD100ACombo(“”)
5. Click the Update All Event Code button to add the code to the Script Editor.
6. From the Tools menu, select Test Code. If all is coded correctly the message ** Custom Code Compiled
successfully ** will appear. Errors are listed by the line number.
7. Click Save and close the Customization Dialog Box.
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Test Drive the Parent Child Combo Box

Some customizations require you to exit and re-load the customized form.
1. From the Options menu, select Change User ID.
2. In the UserName and Password fields, enter manager to log in to the application.
3. From the Toolbar, select Developer Mode.
4. Navigate to Sales Order Entry.
Sales Management – Order Management – General Operations – Sales Order Entry
5. In the Sales Order field, enter 5117 and press tab.
6. Navigate to the Releases-Detail sheet. The Parent-Child drop down lists should be active.
7. Select a record from the Carrier listing to populate data from the Parent table.
8. The Carrier Package list should populate with the sizes entered on the child table for this parent record.
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Explore New Enhancements in EDI/Demand
Management
Epicor worked closely with many automotive suppliers to build out the EDI/Demand Management framework in
recent releases of Epicor 9 and Vantage 8.03. Customers have been able to ramp up quickly due to the
capabilities of Epicor’s True SOA™ architecture.
• Understand how to set up and process the following enhancements in EDI transactions:
• Mark For
• Misc. Charges
• SCAC codes
• Auto-Generate outbound XML
• Capable to Promise
• Configurator Q&A
• Other enhancements as time allows
Note: If you want to use this lab back at your office, refer to the previous lab, Reduce Cost and Improve
Responsiveness with Demand Management and EDI. It explains pre-lab setup, database and Epicor 9 versions,
and where to locate the batch files.
Task 1: Set Up Tolerances for Automatic Processing

Before you process the first inbound EDI message, change Demand settings. This enables the message to
automatically pass through Demand Entry to be processed into a sales order.
1. Navigate to Sales Management > Demand Management > Setup > Customer.
2. In the Customer field, search for and select John Deere Commercial Products.
3. Navigate to the Customer > Demand sheet.
4. Verify the Demand settings are the following:
Trading Partner: DEERE
Delivery Days: 7
Periodicity: Not used
Date Type: Need By
Pricing: Internal Price
5. Navigate to the Documents > List sheet and select FIRM.
6. Navigate to the Documents > Detail sheet.
7. Change the Accept Type to Accept if no errors.
This activates automatic EDI/Demand processing. Note: The Accept Type setting Always Accept
overrides settings on the Customer > Demand sheet.
8. Click Save and close Customer Maintenance.
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Explore New Enhancements in EDI/Demand Management
Task 2: Set Up Miscellaneous Charges

Miscellaneous charges can be transmitted in the inbound EDI transaction and then display in the sales order as a
result. For this to happen, the miscellaneous charge code must already be set up in Epicor 9. Epicor’s automotive
customers requested the enhancement to have miscellaneous charges applied as a percentage of the order
release line.
1. Navigate to Sales Management > Order Management > Setup > Miscellaneous Charge.
2. In the Code field, search for and select Special Handling.
3. Enter these settings:
Type: Percentage
Percentage: 5.00
Frequency: First
The Percentage can come from the trading partner’s inbound EDI message. If it does not exist there, the
Percentage setting is used.
4. Click Save and close Miscellaneous Charges.
When the EDI message displays, you can view special charges in Order Entry > Lines > Miscellaneous
Charges.
Task 3: Set Up Mark For

Mark For is typically used when all your orders are shipped to a distribution center and then from there, the
orders are shipped to various final destinations. Mark For indicates the final destination. Your trading partner’s
EDI message can indicate one of their existing Customer or Ship To ID’s as the Mark For, or even a One Time
Mark For (meaning it is not set up in Customer Maintenance).
2. In the Customer field, enter DEERE.
3. Navigate to the Ship > Details sheet.
4. Verify there is a Shipto SEED with a shipping address.
The next inbound EDI message is going to designate SEED as the Mark For location, meaning it is being
shipped to DEERE, who is going to send it to SEED. For this to process properly, SEED must be set up in
Customer Maintenance. Otherwise, the EDI message would need to contain the name and address of a
One-time Mark For destination.
5. Navigate to Sales Management > Demand Management > General Operations > Demand Entry.
6. In the Contract field, search for and select DEERE20667.
7. Navigate to the Schedule > Mark For sheet.
The Mark For fields in Demand Entry and also in Sales Order Entry are populated by the next inbound
EDI message.
8. Close Demand Entry.
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Task 4: Process EDI Inbound

In this task, run an EDI message through Service Connect. Demand Management will receive it, check for errors,
and then send it to be processed as a sales order.
1. On the desktop, open the folder Demand Management & TIE Labs.
The EDI batch files and shortcuts display for Service Connect.
2. The inbound EDI message 04_EDI_TRANSACTION.APP displays as follows:
3. Navigate to Service Connect Administration Console.

4. Navigate to EPICORSI > Document Tracking > Inbound Messages.
5. On the desktop, double-click 04_BATCH.. to execute the file.
The EDI message is sent to the Service Connect inbound queue.
6. In Service Connect, press F5 to refresh the screen.
7. Double-click the inbound message to track the progress of the EDI processing.
8. When Service Connect processing is done, navigate to Sales Management > Demand Management >
General Operations > Demand Entry.
9. In the PO field, search for and select PO:E905-0002.
The incoming demand passed to a sales order via automatic processing, which is why you do not see the
schedule lines in Demand Entry.
10. Note the Sales Order number __________________.
Task 5: Set Up Sales Order for Automatic Invoicing

When Auto Invoice is enabled, an invoice is automatically generated when shipping occurs. This is another new
enhancement requested by our automotive customers.
1. Navigate to Sales Management > Order Management > General Operations > Order Entry.
2. Enter Sales Order: (your sales order number).
3. Navigate to the Release > Mark For sheet.
4. Verify the Mark For information is populated by the EDI message.
5. Navigate to the Lines > Miscellaneous Charges sheet.
6. Verify the Special Handling charges are populated by the EDI message.
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7. Navigate to the Summary sheet.

8. Select the Auto Invoice check box (located in the middle of the window).
Note: You can set up Auto Invoice/ERS (Evaluated Received Settlement) in Customer Maintenance on
the Billing sheet as a default.
9. Click Save and close Order Entry.
Task 6: Set Up Carrier Code, Ship Via, and SCAC codes.

Carrier settings and SCAC codes (Standard Carrier Alpha Code) are enhancements requested by Epicor’s
automotive customers. The Carrier can be considered the parent of the Ship Via setting. For example, UPS would
be the Carrier setting, and UPS Ground, UPS Red, etc., would be the Ship Via settings. The SCAC code is a 4 letter
abbreviation designating the Carrier, plus a different SCAC code for the Ship Via if required by the trading
partner.
1. Navigate to Sales Management > Demand Management > Setup > Carrier.
2. Select File > New.
3. Enter the following settings:
Carrier: BESTRATE
Description: Best Rate Shipping
SCAC: BEST
4. Click Save and close Carrier Maintenance.
5. Navigate to Sales Management > Demand Management > Setup > Ship Via.
6. In the Code field, search for and select Ground BestRate.
7. Enter SCAC: BESI.
8. Click Save and close Ship Via Maintenance.
Task 7: Set Up Outbound Advance Shipping Notice XML Message

This is an important exercise because you learn how to set up the Report Style, Report Data Definition, and BAM
rules to automatically generate an outbound 856 Advance Shipping Notice. This notice is sent to the trading
partner when items are shipped. Note: Auto/Label Print Control is a required module for this setup.
1. Duplicate the EDIPckSl Report Data Definition
a. Navigate to System Management > Company Maintenance > Report Data Definition
b. In the Code field, enter EDIPCKSL
c. From the Actions menu, select Duplicate Report.
d. In the Report Def ID field, enter EDI856.
e. In the Description field, enter ASN-Advance Shipping Notice and click Ok.
f. Click Save and exit Report Data Definition.
2. Create a New Report Style

a. Navigate to System Management > Company Maintenance > Report Style.
b. In the Report ID field, enter PackSlip.
c. From the New menu, select New Report Style.
d. Navigate to the Styles > Style Detail sheet.
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e. Enter the following information:

Description: ASN-Advance Shipping Notice
Report Type: Outbound EDI
Data Definition: EDI856
Output Location: C:\Epicor\EDIdata\Outbound\856
Output EDI: XML File
f. Click Save and exit Report Style.
3. Set Up Auto Print printer in Epicor 9

a. Navigate to System Management > Company Maintenance > Printer.
b. Click New.
c. Enter these following information:
Printer ID: Auto Print
Description: Auto Print
Network Path: \\EPICORSI\PRINTER5
d. Click Save and close Printer Maintenance.
4. Attach Style and Rules to the Report Data Definition

a. Navigate to System Management > Company Maintenance > Report Data Definition.
b. In the Code field, enter EDI856.
c. From the New menu, select New Report Rule.
d. Enter the following information:
Rule ID: EDI856
Report: PackSlip
Style: ASN-Advance Shipping Notice
Auto Printer: Auto Print
Print Action: Auto-Preview
Table: Company
e. Click Save.
f. From the New menu, select New Rule Condition.
g. In the Field Name field, select Company.
h. In the Operator field, select > (greater than sign).
i. In the Value field, enter 0 (zero).
j. Click Save
k. Click Test
l. Click Save again and close Report Data Definition.
5. Create New BAM Auto Print Rule
a. Navigate to Executive Analysis > Business Activity Management > Setup > Business Activity
Manager.
b. From the New menu, select New BAM.
c. In the Table field, select ShipHead.
d. In the Description field, select ASN-Advance Shipping Notice.
e. Click Save.
f. Highlight ShipStatus under Available Fields and click the arrow button to add to Selected Fields list
on the right.
g. Click Save.
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h. Navigate to the Detail > Action sheet and enter this information:
Auto-Print: Select this check box.
Report ID: Packing Slip
Data Definition ID: EDI856
i. Click Save.
j. Navigate to the Detail > Rules sheet.
k. From the New menu, select New BAM Rule.
l. Select the For Print check box.
m. In the Field Name field, select ShipStatus.
n. In the Operator field, select > (greater than sign).
o. In the Value field, enter 0.
p. Click Test.
q. Click Save and close Business Activity Manager.
6. Set Up ASN Customer Document

a. Navigate to Sales Management > Demand Management > Setup > Customer.
b. In the Customer field, search for and select John Deere Commercial Products.
c. Navigate to the Documents > Detail sheet.
d. From the New menu, select New Customer Document.
e. Enter the following information:
Document: 856ASN (this field is at the top of the screen)
Type: Advance Shipping Notice
Direction: Outbound
Required: Select this check box.
Automatic: Select this check box.
Document: 856ASN (this field is at the bottom of the screen)
Alt Trading Partner: DEERE
f. Click Save.
Task 8: Generate Outbound Advance Shipping Notice XML

In this exercise, ship a release line and verify the invoice is automatically created and an ASN automatically sent
to your trading partner.
1. Navigate to Material Management > Shipping/Receiving > General Operations > Customer Shipment
Entry.
2. From the New menu, select New Pack.
3. In the Order Number field, enter your sales order.
4. Navigate to the Lines > Customer Shipment Entry > Detail sheet.
5. From the New menu, select New Line and enter your sales order number.
6. In the Line/Rel field, search for and select Line 1 Release 1 (1,000 Machine Screws).
7. Click Save.
8. Navigate to the Header > Detail sheet and select the Shipped check box.
9. Verify the Status is Invoiced and a message displays stating The packing slip has printed.
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11. In the Print Packing Slip window, do not make any changes, and select File > Print Preview.
12. When the printed packing slip displays, write down the invoice number and close the preview.
13. Click Save and leave Customer Shipment Entry open.
14. Navigate to Windows Explorer and navigate to C:\Epicor\EDIdata\Outbound\856.
15. Open and review the new XML file in that folder.
16. Search for your invoice number.
Task 9: Explore Capable to Promise

The Capable to Promise function invokes logic from MRP, Scheduling, and Job Entry to determine whether you
are able to manufacture or purchase and ship in time to meet your trading partner’s Need By date. If it
determines you cannot, it can log a warning or stop the demand from being processed and acknowledged. This
is especially important for Epicor customers who have automatic Demand Management processing set up,
because in many cases if they cannot meet the date, they are subject to fines from their trading partner.
2. In the Customer field, enter DEERE.
3. Navigate to the Customer > Demand sheet.
4. Enter settings in the Capable to Promise section as follows:
Check Date: Select this check box and select Need by.
Action: Stopped
Update dates: Do NOT select this check box.
Split Demand: Do NOT select this check box.
Confirm: Do NOT select this check box.
5. Click Save and close Customer Maintenance.
6. Run 05_Batch.
7. Monitor the progress in Service Connect. When done, proceed to the next step.
8. Navigate to Sales Management > Demand Management> General Operations > Demand Entry.
9. In the PO field, search for and select PO:E905-0020.
10. Navigate to the Schedule > Detail sheet.
11. Observe that the first schedule line was rejected.
12. From the Actions menu, select Demand Header > Log.
13. Navigate to the Detail sheet.
14. Observe that CTP determined that the Oct. 16, 2010 Need By date could not be met because the LLT-
PART has a six month lead time and there are none in stock.
15. Navigate back to the Header > Detail sheet.
16. Right-click the Sales Order field and select Open With > Sales Order Entry.
17. Navigate to the Releases sheet.
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18. Observe that the latter two schedule lines were processed into the sale order because their Need By
date was after the six month lead time, and thus the demand could be met.
Task 10: Explore Inbound Configured Items

Epicor’s Product Configurator allows for easy selection of product features and options. An incoming EDI
message that has these choices preset in a Product Configurator “Smart String” can be processed through
the Product Configurator into a sales order item.
In our EDI message example, here is how a conveyer would be configured via a “Smart String”:
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Introduction to Epicor Mobile Field Service
Epicor Mobile Field Service is an enterprise mobility solution for field service providers incorporating
comprehensive field service functionality and full data synchronization in an easy-to-use, workflow-based
mobile application for wireless PDAs. While the back office has the ability to manage work order allocation and
scheduling, with Epicor Mobile Field Service, your resources in the field and in the back office will collaborate
more productively, be more responsive to customer needs, and provide superior levels of service.
• Understand the tools and processes to implement, manage, and maintain users and devices on Epicor
Mobile.
Prerequisites
1. Ensure IIS is installed.

2. Ensure that message Queuing has been installed.
3. Ensure that SQL Server 2008 Server and client are installed.
a. Important: Ensure you select mixed mode in the install wizard; otherwise, sa user will be
disabled.
b. Ensure SQL Server user “sa” has the following password: sp3@rm1nt. (If a different password is
set, see your administrator to modify this password).
c. Ensure you have SQL Server 2008 SP1 installed.
d. Ensure you can start SQL server and that you can connect to the server using the following
parameters: (Start > Programs > SQL Server Management Studio)
• Server type: database Engine
• Server name: (local) or whatever the name of the server is you are installing on.
• Authentication: SQL server Authentication
• Login: sa
• Password: sp3@rm1nt
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4. Ensure TCP/IP protocol has the status set to “Enabled”.

a. Start > Programs > Microsoft SQL server 2008 > Configuration Tools > SQL Server Configuration
Manager.
b. Select the instance installed under SQL server Network Configuration.
c. Right-click on the Protocol Name “TCP/IP” and select Enable.
d. Restart the SQL server from Start > Settings > Control > Services.
5. Ensure the standard Epicor 9 has been installed and configured correctly. (Start Epicor 9 client and
ensure that it starts up correctly.)
6. Ensure Service Connect has been installed and configured correctly. (Start Service Connect and ensure
that you can log in and that it starts correctly - Start >All Programs > Epicor Software > Service Connect >
Service Connect Administrator.)
7. If your Windows firewall is enabled, complete the following steps:
a. Start > Settings > Control Panel > Windows Firewall.
b. Select the Exceptions tab.
c. Click the Add Port button.
d. Enter the following details:
• Name: PDA Communications
• Port Number: 20731
e. Click OK.
f. Click OK.
8. If running this on an XP platform, ensure Active Synch is installed, or, if using Vista, ensure the device
management center is installed. If using an emulator rather than a PDA, ensure the connections settings
for either is set to allow for connections for DMA.
9. Ensure you have all installation and setup files for Epicor Mobility. The download should contain six
folders:
• Documentation – contains installation and user documentation.
• Emulator – contains files to install emulator.
• ERP Customizations – customizations required to be imported.
• Form Builder – contains Form Builder setup files.
• Mobile Server – contains mobile server setup files.
• Mobile Client – contains mobile client setup files.
• Schedule and Dispatch – contains dispatcher setup files.
• SQL – Files required generate staging database.
• Work Flows – current set of work flows and BPM files which need to be imported into the ERP.
IIS Security Settings
1. Open IIS - Start > Settings > Control Panel > Administrative Tools > Internet information services.
2. Select <server name> > Sites > default web sites > BPMIntegrationService.
3. Click on the Basic settings button.
4. Click the Select button and select the correct Application pool.
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5. Ensure the physical path is correct.

6. Test connection followed by clicking OK and then OK again.
Message Queue Notification Messages
1. Create a private message queue called “epicorupdatenotification”.
Service Connect Security Settings
1. Open Service Connect - Start >All Programs > Epicor Software > Service Connect > Service Connect
Administrator.
2. Navigate to Security > Users.
3. Ensure that local administrator has been added to the users list. If not, then do so.
4. Select Enterprise Organigram and select the ADMINS group.
5. Ensure the local administrator has been added to the Associated Users list for the ADMINS group. If not,
then do so.
Import Epicor 9 Customizations
1. Start Epicor 9 and click the development mode button located in the task bar.
2. Navigate to each of the forms in ERP that contains the customizations.
3. Click on the form. This will bring up the Select Customization dialog.
4. Click the Import button and select the customization.
5. Click OK.
6. Repeat steps 1 to 5 for each of the customizations.
Below is a list of the current Epicor 9 customizations:
• Asset Class
• Asset Condition
• Part
• Serial Number
• Job Entry
• Shop Employee
Below is a list of extra menu items which are required to be added for the Epicor 9 customizations:
• Asset Class
• Asset Condition
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Web Service Confirmation List
1. Open IIS - Start > Administrator > internet Information Services.

2. Navigate to <server name > Default Web Site > EpicorServices.
3. Click on the Explorer button.
4. Search for the following web services:
• JobEntryService.asmx
• LabExpCdService.asmx
• OpMasterService.asmx
• PartService.asmx
• PartClassServices.asmx
• ScheduleEngineService.asmx
• SerialNoService.asmx
• ServiceCallCenterService.asmx
• UomService.asmx
• UomClassServices.asmx
• WaerhseServices.asmx
• WhseBinServices.asmx
• FscallcdServices.asmx
• CapabilityServices.asmx
• CapResLnkService.asmx
• CustomerService.asmx
• CustomerService.asmx
• EmpBasicService.asmx
• LaborDtlService.asmx
• PartBinService.asmx
• PartPCService.asmx
• ResourceService.asmx
• ResourceGroupService.asmx
• ResourceTypeService.asmx
• ShipToService.asmx
• UD38Service.asmx
Import Work Flows into Epicor Service Connect
1. Log into the server where Service Connect is installed.

2. Select Start > Service Connect Administrator console.
3. Expand the Server name on the left hand pane.
4. Right-click on Connectivity and select Restore.
5. Navigate to and open the updated work flow (.scs) file.
6. Accept all defaults and click Next.
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7. Enter the server name in the New Name field and click Next.
8. Accept defaults followed by clicking Next.
9. Accept defaults followed by clicking Next.
10. In the restore URL column, modify all the entries so that they read http://localhost/... .
11. Click Next.
12. Click Finish button. The import will take about 10 minutes.
13. After this is complete, in Service Connect, navigate to Connectivity > Communication Setup > <server
name> Channels > Output Channels.
14. Right-click on both work flow logging and EpicorUpdateNotification, and enable channel on both.
Import BPM Files into Epicor 9
1. Open any Epicor 9 client, preferably the client located where Service Connect is installed.
2. Copy the latest .bpm file to the machine.
3. Open the .bpm file in Notepad, change all references to sls9vr2 to the current server name
(syde9mobtest1), and save.
4. Optionally, change all references from synchronous to asynchronous.
5. In Epicor 9, navigate to System Management > Business Process Management > General Operations >
Directive Import.
6. Select the updated .bpm file and click OK. This may take about 10 minutes to complete.
Installation Instructions for Mobile Server
1. To install mobile server, run the setup.exe file located in the mobile server directory.
2. Click Next to continue.
3. Use the default install folder and select to install for Everyone.
5. Click Next again to install.
Configure Mobile Server
1. After mobile server has successfully installed, navigate to C:\Program Files\ Epicor Software\ Epicor
Mobile Server.
2. Open the Utr.MobileServer.WindowsService.exe.config file in Notepad and make the following
changes:
a. Do a find and replace for the value sls9svr2 to be updated to localhost.
b. Do a find and replace for the value l210238 to be updated to <current server name>.
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c. Turn off the svc logging by commenting out these lines:




3. Save changes.
Install Schedule and Dispatch
1. To install dispatcher application, run the Setup.exe file located in the dispatcher directory.
Install Form Builder
1. To install Form Builder application, run the Setup.exe file located in the Configurable Form Editor
directory.
6. Copy the Utr.ConfigurableFormsEditor.exe.config file, located in the configurable Form Editor directory,
to the installed location of C:\Program Files\Epicor Software Corporation\FormsBuilder).
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Install the Client Rebuild
1. Run the Setup.exe for the Client Rebuild.

Create Staging Database
1. Open the Command prompt.

2. In the command, navigate to the directory where the files were originally copied to and navigate to the
SQL directory.
3. Enter the following command line: “SetupDatabase.cmd” localhost UTRStaging sa sp3@rm1nt
4. Press Enter.
5. Database is created. Press Enter when prompted to do so.
Install and Configure Emulator
1. To install the emulator, run the vs_emulator.exe files from the emulator directory.
2. Follow the wizard prompts until completely installed.
3. Run the Windows Mobile 6.1.4 Professional Images (USA).msi file from the emulator directory.
4. Follow the wizard prompts until completely installed.
5. Create a shortcut to the device emulator.
a. Select Start > Programs > Windows Mobile 6 SDK > Standalone Emulator Images > US English >
Windows Mobile 6.14 Classic.
b. Right-click on the above menu item and select Send to > desktop.
6. Create a shortcut to the device manager.
a. In File Explorer, navigate to C:\Program files\Microsoft Device Emulator\1.0\.
b. Right-click on the dvcemumanager.exe file and select Send to > Desktop.
7. Double-click on the device emulator icon to start the emulator. This may take a minute to completely
start up.
8. Select File > Configure followed by the General tab.
9. Enter a valid path for the shared folder. This shared folder will be your emulator storage path.
10. Click OK.
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Configure Mobile Client
1. Find the IP address of the machine you are installing on. (Use the command line “ipconfig” in the
Command prompt.)
2. Open Utr.Mobility.exe.config, located in the Mobility directory, in Notepad and modify the following
line:
<syncConfiguration endPoint="http://10.61.0.43:20731/UtrStagingService/" futureLimitDays="7"
historyLimitDays="7">
3. Modify the IP address and save the file.
4. Copy the updated config file to the storage card on the emulator, or, if using an actual PDA device, copy
it to the storage card on the device. You will need to connect the PDA to the machine first.
Install Mobile Client
1. Copy InstallFieldMobility.exe and the updated Utr.Mobility.exe.config file to the storage card on the
emulator or PDA.
2. Open File Explorer on the PDA.
3. Navigate to the Storage Card.
4. Run FSA mobile installer on the emulator or on PDA device.
5. Tap Next.
6. Select the I accept these terms option and tap Finish.
7. Leave the default Device selected and tap Install.
8. Tap Cancel.
10. Tap OK.
12. Tap OK.
14. Tap OK.
16. Tap OK.
18. Tap OK. The FSA Mobile client should now be installed.
19. Copy Utr.Mobility.exe.Config file from the storage card.
20. Paste Utr.Mobility.exe.Config file to \Program Files\Field Mobility.
21. Close File Explorer and return to the Today screen.
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Start Mobile Server
1. Select Start > Settings > Control Panel.

2. Select Administrative tools.
3. Double-click on Services.
4. Right-click on UTR Server from the list of services and select Start.
Run Mobile Server Client Rebuild
1. Open the Command prompt.

2. In the Command, navigate to the directory C:\Program Files\Epicor
Software\Epicor.MobileServer.Client.Setup.
3. Enter the following command line: EMSManager Rebuild
4. Tap Enter.
5. Click Y when prompted to do so.
6. Ensure Rebuild completes. Depending on the size of the ERP database, should take about 10 minutes to
complete.
Start the Dispatcher
1. Double-click on the Epicor dispatcher icon on the desktop.
Start the Configurable Forms
1. Double-click on the Epicor configurable Forms icon on the desktop.
Start the Epicor Mobile Client
1. On the emulator, select Start > Programs.

2. Double-click on Epicor Mobility.
MobiControl Setup and Management
1. Create a new group.
a. Right-click on the Device Tree area under all other accounts. This opens new group folder.
b. Enter a name then click on the Folder icon to save.
2. Create a new account.
a. Click Rules.
b. Right-click on Add Device Rules, then click on Create Add Device Rule.
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c. On the wizard, enter a descriptive name such as Panarama Field Service (that is, company name
and type of mobility solution) and click Next.
d. Click on the group previously added (that is, the company name first created) and click Next.
e. Leave Remote control connection Profile as default at TCP/IP (Server).
f. Click Add to add Device Update Schedule.
g. Select a default of two hours and click OK.
h. Rule Activation / Deactivation Schedule.
i. Leave default time and date to create immediately.
j. Select the Enable Rule check box, then click Next and click Finish.
k. (Connect device to MobiControl server via active sync, if available)
l. When asked Create device agent manager now?, click Yes.
m. Click New Agent.
n. Type a name for the devices - associate it with the account just created.
o. Click Next.
p. Choose the type of PDA being used (for example, Symbol), and click Next.
q. Choose the operating system on PDA (for example, WM5 or for later units, WM6), and click
Next.
r. On confirmation, click Yes.
s. If the device is connected, click Detect Settings, and click Next. The device will be searched and
the appropriate setting will be enabled.
t. Type in the correct details if known for devices being used, and click Next.
u. Change storage folder to \Storage Card, leaving all other default settings, and click Next.
v. Check the device name in Device Identifier, do not make any other changes for not required,
and click Next.
w. Click Finish to create the file in Device Agent Manager.
x. Click OK, and then click on Install Agent to install the agent via MobiControl if device attached.
y. Click Export Agent.
z. Choose CAB file with embedded settings, and click OK.
aa. Select storage directory (that is, the directory with all the CAB install files), and click OK.
bb. Click OK after export.
cc. Click Close to end process.
dd. Click OK after export.
ee. Click Close to end process.
3. Install MobiControl Agent on Mobile Device.
a. Copy the CAB file from directory onto mobile device SD card. (File is usually named
PPC_ARM_xxx.CAB.)
b. On the mobile device, start File Explorer and then choose Storage Card.
c. Locate the CAB file and tap on it to start the install process.
d. Follow the install prompts, answering Device for the install location. Once the Device Agent has
been installed, the mobile device will connect to the MobiControl server and be visible in the
Devices tab.
4. Create packages for Mobile Devices.
a. Start MobiControl Package Studio.

b. Click File > Create new package project.
c. Check and enter the correct path to CAB files (either on server or local PC).
d. Enter the Project name - make sure this is a descriptive name.
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e. Enter any comments (such as describe offering being installed), enter the vendor (such as
Epicor), and click Next.
f. On Optional Scripts, no changes, so click Next.
g. Click Add to add the CAB files > Add files > locate folder.
h. Highlight required files (CAB) and specify directory on device for files to copy to, leave all other
settings as the default, and click OK.
i. Click Next on the confirmation screen.
j. Space requirements, all default, click Finish.
k. At the Create Package File prompt, click Yes.
l. Package Studio will then compile the package. Right-click on the package and click File
Properties. The display will show package properties. Ensure the Execute CAB File is selected so
the file installs when sent to the device. To deploy a created package, a Deployment Rule will
need to be created.
m. Option for changing properties of CAB:
i. Right-click on CAB file and select File Properties.
ii. Change Format to wceload.exe / noui%file% and click Save to close window.
iii. On the menu, click Project, then Build Package > Done.
n. Close the Package Studio window and answer Yes to the save prompt.
o. Repeat the above steps for all files to be installed on the PDA.
5. Add packages to MobiControl Manager.
a. Click on the Packages tab in MobiControl Manager.

b. Right-click and choose Add Package. The package that was just built will show in the Add
Package window.
c. Click Show Package Details to ensure it is a required package.
d. Click OK. The package will now display in the Packages window.
6. Create package dependencies.
a. Click on the Packages tab in MobiControl Manager.

b. Locate relevant packages and expand to show Disc.
c. Right-click on the package (Disc icon), and then click Add Package Dependencies.
d. Click Add.
e. Select the check boxes of the package(s) that need to install prior to this package.
f. Click OK.
g. Review the dependency data.
h. Click OK to finish process.
i. Repeat for all other packages.
7. Deploy packages on Mobile Devices.
a. Click on the Rules tab.

b. Right-click on Deployment Rules.
c. Click on Create Deployment Rules.
d. Enter a name for the deployment. (TIP: Keep the same name as the package name for ease of
identification.)
e. Click Next.
f. Locate and select the package from the list by checking required box / version number.
g. Click Next.
h. Select the company name to deploy packages to, then, on the right-side, select the devices that
the package will be rolled out to.
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i. Click Next.
j. Leave as default for Rule Options, and click Next.
k. Click Finish. Package summary information will display.
l. Click Finish. Package will now deploy to PDA. Monitor progress via MobiControl.
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Simplified Reporting with the BAQ Report
Designer in Epicor 9
Use the BAQ Report Designer to create custom Crystal Reports from a business activity query (BAQ). You can
utilize the BAQ Report Designer tool to define the option fields, filters, and sorting options which appear on the
report window. You can then finalize the layout of your report using the Crystal Report application. After you
deploy the report to your server, you add it to the Main Menu of the Epicor application.
• Understand the components of a BAQ report.

• Create a new report using an existing system BAQ.
• Define the report options which display on the BAQ report window.
• Modify the BAQ report within Crystal Reports.
• Add the report to the Main Menu of the Epicor application.
Review a BAQ Report
During this exercise, you review the report we will create during this lab, the AP Open Invoice report. You will
create each of the
1. Navigate to Financial Management > Accounts Payable > Reports > Pers10-Open AP Invoice.
2. The Report Options section contains fields which define the main parameters for this report. On this
report, you limit the report data using a Start Date value and an End Date value.
3. The Filter Summary section displays the items you can select to further specify the information to
display on the report. You can filter the report by Supplier Number and Currency Code.
4. Click on the Filter tab.
5. Two filter sheets are available – one for Supplier Number and the other for Currency Code. Users can
click the search buttons on these sheets to select specific suppliers and currencies; the report is then
limited to only display data linked to these selected suppliers and/or currencies.
6. Return to the Selection tab.
7. Click on the Sort By drop-down list. Select the options on this list to indicate the sequence through
which you want the data on the report to display. Notice you can sort this report by Supplier/Date and
Date/Supplier.
You use the BAQ Report Designer to create report windows for BAQ reports. As you saw on this example, you
define the Report Options, Filters, and Sort By Options users can input on the report.
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Simplified Reporting with the BAQ Report Designer in Epicor 9
Review a BAQ
Business activity queries (BAQs) are tools which pull a specific set of information out of your database for display
within a BAQ report (they are also used on dashboards and searches). Before you create a BAQ report, you need
to locate, create, or modify a BAQ which you later use in the BAQ Report Designer. During this exercise, you
review the BAQ used to create the BAQ report in this lab.
1. Navigate to Executive Analysis > Business Activity Management > Setup > Business Activity Query
Designer
2. Click on the Query ID… button.
3. The Query Search window displays. In the Starting At field, enter zAPInvH.
4. Click Search.
5. Select zAPInvHeadOpen. All system BAQs begin with a z prefix; you cannot change a system BAQ, but
you can select it for use on a BAQ report. (You can, however, modify a system BAQ if you copy it.)
6. Click OK.
7. Notice the Description for this BAQ: Open AP Invoice
8. The Query Phrase field contains the specific query statement used by this BAQ to gather data.
9. To see the data this BAQ generates, click the Analyze tab.
10. Now click the Test button.
The data this query gathers displays within this sheet.
BAQ Report Options
Now that you have a BAQ ready to use on a report, you can launch the BAQ Report Designer. When you first
begin using this program, you must define the report options; these options indicate the local paths needed to
create, test, and deploy your new BAQ report.
Epicor recommends you create a _BAQReports folder on your hard drive. Under this parent folder, create a
Sample Data folder and a Reports folder.
1. Navigate to Executive Analysis > Business Activity Management > General Operations > BAQ Report
Designer.
2. From the Actions menu, select BAQ Report Options.
3. Note the Crystal Report Executable path. This directory path defines the folder which contains your
Crystal Reports executable file; with this path defined, you can launch Crystal Reports from within the
BAQ Report Designer.
4. Identify the Sample Data Directory path. This directory stores the data you generate to test your BAQ
report layout while you work on it within Crystal Reports. To do this:
a. Make sure that the path points to your Sample Data folder. Click the Ellipses (...) button.
b. Navigate to the _BAQReports > Sample Data folder within your local directory.
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5. Verify the Local Reports Directory path. This folder contains your BAQ report (.rpt) files. After your files
are saved to this location, you can then work on the report layout within Crystal Reports.
a. Click on the ellipses (...) button.
b. Ensure that the path points to your Reports folder.
6. Verify that the Copy Report Locally check box is selected. This indicates that a duplicate file of each BAQ
report is created as a backup.
7. To save your selections, click the Apply button.
8. Close the BAQ Report Options window.
Enter BAQ Report Details
All your setup and preparation is complete. You are now ready to create the report. To do this, you first define
the primary information for the BAQ Report on the Detail sheet.
1. Click the New button.

2. In the Report ID field, enter APInvOpen_{YourInitials}. The Crystal Reports field (.rpt) automatically
populates with this value; this file is saved within your Local Reports Directory.
3. In the Description field, enter Open AP Invoice Report.
4. Click the BAQ ID… button.
5. In the Starting At field, enter zAPInv.
6. Find and select the zAPInvHeadOpen business activity query.
7. Click OK.
8. You return to the BAQ Report Designer. In the Form Title field, enter Open AP Invoice Report.
9. Click Save.
Add Option Fields
Use the Options Fields sheet to define which fields on the selected BAQ can become input Report Options fields
on the BAQ report. During this exercise, you define two report options, a Start Date and an End Date, which
display on the report window.
1. Select the Option Fields sheet.

2. Click the Down Arrow next to the New button; select New Option Field.
3. In the Option Field, select APInvHed.InvoiceDate.
4. Change the Field Label value to Start Date.
5. From the Compare Operator drop-down list, select Greater Than or Equal to (>=). This report will
display records created on or after the Start Date value.
6. The Data Type field displays the kind of data users input into this field. Because you selected a date
field, this field displays Date as the type value.
7. In the Order field (last column of the grid), enter 1. This value defines the sequence in which the Report
Options fields pull information from the database while the report generates.
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8. You next need to create an End Date option field. Click the Down Arrow next to the New button; select
New Option Field.
9. In Option Fields, select APInvHed.InvoiceDate.
10. Change the Field Label to End Date.
11. From the Compare Operator drop-down list, select Less Than or Equal to (<=).This report will display
records created on or before the End Date value.
12. In the Order field (last column of the grid), enter 2. The report now first locates records which are equal
to or greater than the Start Date value and then locate records with are equal to or less than the End
Date value.
13. Click Save.
Create BAQ Report Filters
You next define the filters for the report window. Each filter specifies the records which display on the BAQ
report. During this exercise, you create two new filters: Supplier Number and Currency Code
1. Select the Filters sheet.

2. Click the Down Arrow next to the New button; select New Filter.
3. From the Filter drop-down list, select APInvHed.VendorNum. This indicates users can filter the results
by Supplier Number. The fields on the Filter drop-down list all have Adapter properties. An Adapter is a
property that links one column within the selected BAQ to another column. You use the field’s adapter
property to ignore, or filter, items which do not share this property.
4. The Filter Label and the Tab Label values (both Supplier Number) default from the selected field. If you
need, you can change these label values.
5. You also want to filter the report by Currency Code. Click the Down Arrow next to the New button;
select New Filter.
6. From the Filter drop-down list, select APInvHed.CurrencyCode.
7. The Filter Label and the Tab Label values (both Currency Code) default from the selected field.
8. Click Save.
Identify Sorting Options
To complete the BAQ report window, you create Sort By options. These options define how the resulting report
displays the sequence of its data. Use the Sorts sheet to create these options. During this exercise you create
two sorting options; one option sorts the open AP invoice data first by Supplier and then by Date; the other
option sorts the data by Date and then by Supplier.
1. Select the Sorts sheet.

2. Click the Down Arrow next to the New button; select New Sort.
3. In the Name field under the Sort Options area, enter Supplier\Date.
4. Now within the Sort Fields section, click the New button.
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5. From the Sort Field drop-down list, select APInvHed.VendorNum. This value defines the first field the
report uses for sorting.
6. In the Order field, enter 1.
7. Select the Ascending check box. This value indicates the report results populate in ascending order
(lowest to highest) based on this value.
8. You next define the second sort value. In the Sort Fields section, click the New button again.
9. Select the following values:
a. Sort Field: APInvHed.InvoiceDate
b. Order: 2
c. Ascending check box
10. Now create the second sort option. Click the Down Arrow next to the New button; select New Sort.
11. In the Name field under Sort Options, enter Date\Supplier.
12. Now within the Sort Fields section, click the New button.
13. Define these values for the sort option:
a. Sort Field: APInvHed.InvoiceDate
b. Order: 1
14. Now within the Sort Fields section, click the New button again.
15. Define these values for the sort option:
a. Sort Field: APInvHed.VendorNum
b. Order: 2
16. You have defined two sort options – one that organizes the report by supplier and then the date and
another that does the reverse, by date and then supplier. Click Save.
Note that you have only defined the sorts within the report window. In order to actually use these options, you
must design the layout in Crystal Reports to handle displaying these sorting sequences.
Test the BAQ Report
After you finish defining the report parameters, test the BAQ report. During this exercise, you launch and review
the BAQ report window you just created.
1. Click the Actions menu and select Test Report Form.

2. The window for this report displays. Review your new Report Options, Filters, and Sort By Options.
3. Notice that several default report fields, like Report Style and Schedule, appear by default on the
window. These fields do the following:
a. Report Style – Defines the current style for the report. You can have multiple styles available for
the same report; select the style you want from this drop-down list. You create these styles
within Report Style Maintenance and modify the information each style displays within Report
Data Definition Maintenance.
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b. Schedule – If you want this report to automatically generate through a schedule, select the
specific schedule from this drop-down list. To have the report repeatedly generate through this
same schedule, select the Recurring check box.
c. Archive Period – Indicates how long you want to keep each generation of this report. When the
system clock passes this series of days, the application removes this generated report from the
Local Reports Folder.
d. User Description— Use this field to enter any additional text you want with the report. This
value displays in the System Monitor; it helps you quickly locate a specific generation of the
report.
4. When you finish reviewing the BAQ report window, close it.
Launch Crystal Reports

You can now design the layout for the report within Crystal Reports. During this exercise, you first create the
sample data required for laying out the report and then launch the Crystal Reports application.
1. To create sample data to test the report, click the Actions menu and select Generate Sample Data.
2. A dialog box displays indicating sample data was created. Note the directory path which displays in this
dialog box.
3. Click OK.
4. You can now use this data to help you design the report within Crystal Reports. To launch Crystal
Reports, click the Actions menu and select Design Crystal Report.
5. The BAQ report launches within Crystal Reports.
Link Report to Sample Data

You link the sample data you need to display the report within Crystal Reports.
1. Click the Database menu and select Set Datasource Location.
2. In the Replace With section, click the plus sign (+) next to Create New Connection. Select the
ADO.Net(XML) option.
3. In the File Path field, click the Ellipsis (…) button and browse for the C:\_BAQReports\Sample Data
folder. Select the APInvOpen_{Your Initials}_Data.xml file. This file contains the data you generated
previously.
4. Click Open.
5. Click Finish.
6. In the Set Datasource Location window, the Current Data Source section displays the report details.
Click Close.
7. Now that the report is linked to your data source, you next must define the database table relationships
on the report. From the Database menu, select Database Expert.
8. From the Available Data Sources section, expand ReportDataset, highlight and select
BAQReportResults.
9. Click the Blue Right Arrow to add the table to the Selected Tables section.
10. Navigate to the Links sheet.
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11. The Add Connection Information window displays; click the click the Ellipsis (…) button.
12. Navigate to the C:\_BAQReports\Sample Data folder. Select the APInvOpen_{Your Initials}_Data.xml
file and click Open.
13. Click Finish.
14. Click and drag the BAQReportParameter table away from the Company table. Double-click this line.
15. A window displays which details the join relationship between the two tables. Two relationship types
are available:
a. Inner Join—this report only displays data from the parent table if linking data exists in the child
table.
b. Left Outer Join – this report displays all requested data from the parent table regardless of the
linking data in the child table. Select this option and click OK.
16. To exit the Database Expert window, click OK again.
17. Click Save.
Design the Report Layout

To complete the report, you place the data fields you need directly on the report design. Here’s how:
1. Within the Field Explorer, expand ReportHeader > Database Fields > BAQReportResult. The available
fields within the zAPInvHeadOpen business activity query display.
2. Click and drag the following fields onto the Details section of your report:
a. InvoiceNumber (APInvHed.InvoiceNum)
b. Description (APInvHed.Description)
c. Due Date (APInvHed.DueDate)
d. Vendor ID (Vendor.VendorID)
3. Click Save.
4. Click Print Preview. The Preview window displays using the sample data you previously created.
5. Exit Crystal Reports.
6. You return to the BAQ Report Designer. From the Actions menu, select Deploy BAQ Report. This
command copies the report to the server.
Tip: You can verify that the report exists through Report Style Maintenance. Menu Path: System Management
> Company Maintenance > Report Style.b
Exercise Twelve: Additional Functions
The BAQ Report Designer has some additional Actions menu functions you can leverage. During this exercise,
you review these functions.
1. Click on the Actions menu.
2. Review the following options:
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a. Download Report – Use this option to make a copy of an existing custom BAQ report from the
server. The copied file is automatically placed within your Local Reports Folder. You can then
modify the custom report as you need.
b. Copy BAQ Report – Use this option to create a duplicate copy of the current BAQ report. This
duplicate file is also saved within your Local Reports Folder.
c. Export BAQ Report – Moves the current BAQ report out of the Local Reports Folder to another
directory location you specify. You must define both the directory path and a new name for the
exported .rpt file.
d. Import BAQ Report – Pulls in an exported BAQ report into the application. You are prompted to
create a new identifier for the report.
3. Exit the BAQ Report Designer.
Exercise Thirteen: Add Report to Main Menu
After deploying your BAQ Report to your network server directory, you can add your custom BAQ Report to the
Main Menu.
1. Menu Path: System Management > Utilities > Menu Maintenance

2. Navigate to Financial Management and Accounts Payable location.
3. Click on the Reports folder.
4. Click the Down Arrow next to the New button; select New Menu.
5. In the Menu ID field, enter UDAPIOXX, where XX is the current year. Note that UD stands for “user-
defined.”
6. In the Name field, enter AP Open Invoices.
7. In the Security ID field, enter SEC242. This value defines the security group for the report. All users
assigned to this security group through User Maintenance can then run this report.
8. In the Order Sequence field, enter 140. The larger the number, the lower this report displays below the
Reports folder.
9. In the Program Type field, select BAQ Report.
10. In the Icon field, select Report.
11. Notice the Report field activates. In this field, click the search button.
12. In the Starting At field, enter APInv.
13. Select the APInvOpen_{YourInitials}.rpt file.
14. Click Save.
15. Exit Menu Maintenance.
16. To verify the report is in the indicated location, log out, log back in. The Epicor application should launch
automatically, but if it does not, enter bhoward/bhoward for the user account.
17. Navigate to this Main Menu location. Enter a range of data in the Start Date and End Date fields.
18. Click Print Preview; your report displays.
The new BAQ report displays in this location and is available for use.
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Using Service Connect for Transaction Automation
Part 2
In Part 1 of this lab, we created a simple workflow that can duplicate a single part from a CSV file. In Part 2, we
will create an enhanced workflow that:
• Sends an e-mail to notify someone that an external entity wants to duplicate some parts
• Pauses the workflow so that you can make a decision about whether to allow the transaction
• Updates multiple parts by calling the workflow from Part 1 for each part in the CSV file.
• Add an output channel that can send an e-mail message

• Use the Schema Utility to create a schema for a CSV file
• Create a workflow that uses the following activities:
o Poster—to send an e-mail message
o Task—to pause the workflow execution so that a decision can be made
o Sub-Workflow—to pass each duplicate part request to the workflow created in Part 1 of this lab
Add an Output Channel
Output channels are exit points for workflows. This Output Channel will send an e-mail notification through the
local SMTP server.
1. In the Administration Console, expand the following nodes: Communication Setup, EPICOR01 and
Channels.
If you need to log into the console, use admin/<blank>.
2. Right-click Output Channels and select Add New.
3. Enter PartsNotification as the Channel name.
4. Select SMTP as the Speaker type.
5. Configure the channel.
a. Click Configure.
b. Click the Communicator properties tab.
c. Enter localhost as the URL.
d. Click OK to exit all dialog boxes.
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Create a Schema
The following task shows how to create a schema based on the CSV file that will enter the workflow. Service
Connect will use the schema to interpret the structure of the incoming file.
1. Open the Workflow Designer. Start > All Programs > Epicor Software > Epicor Service Connect >
Workflow Designer.
2. Click the Tools menu and select Schema Utility.
3. Click File and select Generate Schema.
4. Browse to C:\ESCSamples\E9SCLab.
5. Select DuplicateParts-Part2.csv and click Open.
6. Select csv2xml.dll and click OK.
7. Click Yes when asked if you want to import the schema into SC.
8. Enter E9SCLab_DuplicatePart.xsd as the File name and click OK.
You are overwriting the schema from Part 1.
9. Exit the Schema Utility.
Create the Workflow
The workflow will take the incoming message, which will be transformed to XML by the Input Channel, and send
each part separately to a Sub-workflow.
1. Click the File menu and select New Process.
2. Leave Blank process selected and click OK.

3. Save the workflow.
a. Click Save.
b. In the Package field, select Epicor9.
c. Enter DuplicatePart_Master as the workflow name and click Save.
d. Click Yes for the message.
Add a Poster to Send an E-mail Notification

The poster activity uses the output channel (created in the Administration Console) to send an e-mail
notification about the duplicated part.
1. Click the Poster button in the Items toolbar.
2. Click in the workflow design area to the right of Start.
3. Set the schema.
a. Next to the XSD schema field, click Browse.
b. Select User Schemas.
c. Select E9SCLab_DuplicatePart.xsd and click OK.
d. Accept the default values and click OK.
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Configure the Poster

1. Click the Fixed Channels tab.
2. Click Add.
3. Select PartsNotification and click OK.
4. Select PartsNotification and click Configure.
5. Enter do-not-reply@sc.com as the From e-mail address.
6. Enter administrator@epicorsi.americas.epicor.net as the To e-mail address.
7. Enter Duplicate Part Request as the Email subject.
8. Define the e-mail template.
a. Click the button next to the Email template field.
b. Enter Duplicate Part Request as the Subject.
c. Enter “A vendor has submitted a request to duplicate the following parts. Use the Task Monitor
to respond to the request.” as the message text.
d. On the next line, right-click in the open area and select Insert Complex Link.
e. Enter Parts_Duplicate as the Link name.
f. On the left side, expand the following nodes: req / dta / table / row.
g. On the right side, expand the Item node.
h. On the left side, click the row node and hold the mouse button. Drag the pointer over to the
Item node on the right and release.
This action maps the nodes on the left to the node on the right.
i. Map the OldPartID node on the left to the Value node on the right.
j. Select CRLF as the Separator.
k. Click OK.
l. Enter Parts_Duplicate as the e-mail template name and save.
m. Enter DuplicatePartRequest as the template name and click OK.
9. Click OK until you return to the Poster properties dialog box.
Set the Poster Caption

1. Click the Appearance tab.
2. Enter Send E-mail as the Caption.
3. Click the Connector button in the Items toolbar.
4. Connect Start to the Send E-mail activity.
Add a Task Activity

The Task pauses the workflow execution until a user makes a decision or until a specified timeout period has
expired.
1. Click the Task button in the Items toolbar.
2. Click in the workflow design area to the right of the Send E-mail activity. Then click Close to exit the Task
properties.
3. Click the Sub-workflow button in the Items toolbar.
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4. Click in the workflow design area to the below and to the right of the Task activity. Then click Close to
exit the Sub-workflow properties.
5. Click the Connector button in the Items toolbar.
6. Connect the Send E-mail activity to the Task.
7. Connect the Task to both the Sub-workflow and to the Finish. There will be two connectors exiting the
Task.
8. Connect the Sub-workflow to the Finish.
9. Define the Task’s outbound connectors.
a. Select the connector that points from the Task to the Finish.
b. Right-click and select Properties.
c. Enter Rejected as the Caption.
d. Select the connector that points from the Task to the Sub-workflow.
e. Enter Approved as the Caption.
10. Right-click the Task and select Properties.
11. If necessary, click the Appearance tab.
12. Enter Approve Request as the Caption.
13. Define the schema.
a. Click the Schema tab.
b. Next to the XSD schema field, click Browse.
c. Select User Schemas.
d. Select E9SCLab_DuplicatePart.xsd.
14. Define the general properties.
b. Enter Approve Request as the Task Name.
c. Clear the Allow Edit Message check box.
15. Define which user can perform the task.
a. Click the Users tab.
b. Click Add.
c. Select ADMINS and click OK.
16. Click OK.
Configure the Sub-Workflow Activity

1. Right-click the Sub-workflow and select Properties.
2. Set the Sub-workflow schema.
a. Click the Schemas tab.
b. Next to the XSD Schema field, click Browse.
c. Select User Schemas.
d. Select E9SCLab_DuplicatePart.xsd and click OK.
3. Set which workflow will be called as a subroutine.
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b. Click the Select button next to the Workflow field.

c. Expand Epicor9 and select DuplicatePart.
d. Click Open.
e. Clear the Pass msg:usr section check box.
4. Set the Cycling options.
a. Click the Cycling tab.
b. Select Enable cycling execution.
c. Click Build XPath.
d. In the Rule Assistant, expand the following nodes: msg, req, dta and table.
e. Map the row node to the XPath marker on the right.
To map the node, click it, hold the left mouse button down and drag the cursor to the marker. The
mapping will appear as a solid blue line.
f. Click OK.
g. Click Create Sub-workflow Schema.
h. Click Yes when asked if you want to import the schema into SC.
i. Enter E9SCLab_SinglePart.xsd as the File name and click OK.
j. Exit the Schema Utility.
k. Click OK.
5. Save your changes to the DuplicatePart_Master workflow.
Update the DuplicatePart Workflow to Use the Subworkflow Schema

1. In the DuplicatePart workflow, double-click the Conversion to open its Properties.
2. In the Input Schema field, select the current schema.
3. Select E9SCLab_SinglePart.xsd and click Next.
4. Click Finish.
5. In the Conversion field, click Edit.
6. Expand the following nodes on the right side of the window—the target document side: req, dta and
DuplicatePartRequest.
7. Map the nodes of the incoming document (left) to the nodes of the target document (right) as follows:
Company to CompanyID, OldPartID to sourcePartNum, NewPartID to targetPartNum and NewPartDesc
to targetPartDescription.
8. Click Save and close the XML Mapper.
Edit the Message Map to Call the Master Workflow

1. In the Administration Console, click the Message Map node.
2. Double-click External to edit it.
3. Click Select.
4. Clear the check boxes labeled Channels and Web Methods.
5. Locate the process named Epicor9\DuplicatePart_Master and click OK until you exit all dialog boxes.
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Execute the Workflow
Follow these steps to execute the workflow and test for success.
1. Open Windows Explorer and browse to the following folder: C:\SC.

2. Right-click the file named DuplicateParts-Part2.csv and select Copy.
3. Open the In folder.
4. Right-click in the folder and select Paste.
5. Open Microsoft Outlook to check for the e-mail notification.
6. Check the Service Connect’s Document Tracking.
a. In the Administration Console, expand the Document Tracking node.
b. Click Inbound Messages. The status of the message should be Pending.
c. Double-click the message in the right pane to view its details. You will see that a Task has been
created.
7. Use the Task Monitor to approve the task.
a. Open the Task Monitor. Start > All Programs > Epicor Service Connect > Task Monitor.
b. Log in as admin/<no password>.
c. To view the parts document, click Show XML.
d. To process the request, click Process.
e. Click Accept.
8. Return to the Administration Console and refresh the message status. The status should be Complete.
Double-click the message to review its details. The execution points should show that the Sub-workflow
was called twice, once for each duplicated part.
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Deploying an Updatable Query in a Dashboard
and Mobile Device in Epicor 9.05
In this lab, you will create a new updatable dashboard which displays Customer, Contact and Ship-To
information using existing sample queries in the database. The dashboard will be configured as updatable so
that you can add new records as well as update existing records. Once the dashboard is configured and
deployed, you will use the Excel Uptake functionality to import records. You will also deploy the dashboard to a
mobile device and test the dashboard functionality using a mobile device simulator.

• Understand the User security required to create updatable and mobile dashboards
• Create an updatable dashboard using existing updatable queries
• Use publish and subscribe to filter results between views
• Use Excel Uptake functionality to import new records in the dashboard
• Deploy dashboard to mobile device
Review User Security Requirements for Updatable Dashboards and Mobile Device Dashboards
1. Navigate to the User Security program using the following menu path:
System Management > Security Maintenance > User Security
2. Enter the Epicor in the User ID field.
3. Navigate to the Security sheet and verify the following fields are enabled:
BAQ Advanced User - Select this check box to indicate the current user can create updatable business
activity queries (BAQs). This user can then create BAQs that allow data entry in selected fields (columns);
because of this, end users can update the database through these BAQ fields.
BPM Advanced User- Select this check box to indicate this user can perform advanced BPM actions.
Users with BPM Advanced User permissions can:
• Create programming actions

• View and edit the source code of BPM Progress procedures
• Create and edit base processing directives
• Call BPM actions that:
• Call Epicor Service Connect workflows
• Call .NET methods
• Invoke ABL code
• Modify data across tables from a query
Dashboard Developer - Select this check box to give this user rights to launch Designer Mode for
dashboards. When this check box is selected, the user can go into designer mode in existing Dashboards
or Trackers and they can create new dashboards.
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Deploying an Updatable Query in a Dashboard and Mobile Device in Epicor 9.05
Allow Mobile Access - Select this check box to specify that the user can access the Epicor application on
supported mobile devices.
4. Save any changes and exit the User Account Maintenance program.
Design the Customer Update Dashboard

2. Click the New button on the Standard toolbar
3. Enter XXXCustUpdate (where XXX are your initials) for the Dashboard name in the Definition ID field.
4. In the Description field enter XXX Customer Update (where xxx are your initials).
Add the Customer Update Query to the Dashboard

1. From the New menu, select New Query.
The Dashboard Query Properties window displays.
2. Click the Query ID button to search for and select the EPIC03-PERS101CustomerUpdate query.
3. Select the Auto Refresh on Load check box.
4. On the Publish sheet, select Customer.CustNum.
5. Click OK.
Configure the Customer Update Grid View

1. In the dashboard tree view, right click the EPIC03-PERS101CustomerUpdate grid icon, and select
Properties.
2. In the Caption field, enter Customer List.
3. Select the Updatable check box.
4. Click the Update All button.
This will enable the Prompt option for all updatable fields in the query - allowing users to enter data in
these fields when updating and adding new records in the dashboard.
5. Click OK.
6. Click Save.
Add the Contact Update Query to the Dashboard

2. Click the Query ID button to search for and select the EPIC03-PERS101ContactUpdate query.
3. Navigate to the Filter sheet.
4. In the ColumnName field, select CustCnt.CustNum.
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5. In the Condition field, select =.

6. In the Value field, select EPIC03-PERS101CustomerUpdate-Customer Update: Customer.CustNum.
7. Click OK.
Configure the Contact Update Grid View

1. In the dashboard tree view, right click the EPIC03-PERS101ContactUpdate grid icon, and select
Properties.
2. In the Caption field, enter Contact List.
The Prompt option is enabled for all updatable fields in the query. This allows users to enter data in
5. Click OK.
6. Click Save.
Add the ShipTo Update Query to the Dashboard

2. Click the Query ID button to search for and select the EPIC03-PERS101ShipToUpdate query.
3. Navigate to the Filter sheet.
4. In the ColumnName field, select ShipTo.CustNum
5. In the Condition field, select =.
6. In the Value field, select EPIC03-PERS101CustomerUpdate-Customer Update: Customer.CustNum.
7. Click OK.
Configure the ShipTo Update Grid View

1. In the dashboard tree view, right click the EPIC03-PERS101ShipToUpdate grid icon (where xxx are your
initials) and select Properties.
2. In the Caption field, enter Ship To List.
This will enable the Prompt option for all updatable fields in the query - allowing users to enter data in
5. Click OK.
6. Save the dashboard.
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Deploy and Test the Dashboard

You must deploy the dashboard as a .dll to the server to test the updatable functionality of the dashboard.
1. From the Tools menu, select Deploy Dashboard.
Click Test Application.
The dashboard displays for testing in a new window.
2. Select Customer MASSHEAT from the Customer List grid.
3. Click the New button on the Standard toolbar and select New Contact.
A new row displays in the Contact Update grid for entry.
4. Enter a new Contact record for Customer MASSHEAT using the information in the table below.
Field Value
Contact Number 1
Name Joe Jackson
Role Code Buyer
Inactive Clear this check box.
5. Click Save.
Use Uptake from Excel to import records from Excel

1. Select customer MASSHEAT from the Customer List grid.
2. Highlight the row for a contact record from the Contact Update grid.
3. Right click the row and select Copy All Include Labels.
4. Open Microsoft Excel® and paste the rows into the Excel spreadsheet.
You should have two rows, a header row and one contact record.
5. Create additional contact records in the Excel spreadsheet. Make sure you assign a unique contact
number for each contact record.
6. Save the Excel file to the desktop.
7. Close Excel.
8. From the Actions menu of the Customer Update Test Dashboard, select Uptake from Excel.
9. In the Excel Uptake Properties window, click the Browse button and select the Excel file just saved to
the desktop.
10. Click Open.
11. Select the Skip Header Row check box.
12. Click OK.
13. Click the Save button and all the contact records form the spreadsheet display in the dashboard.
14. Close the test dashboard.
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15. Click Cancel in the Deploy Dashboard window.

16. Optionally verify the contact updates in the Customer Tracker program.
Generate and Deploy the Dashboard to Mobile Device

1. From the Tools menu, select Generate Mobile Dashboard.
Notice the default ID for the new mobile dashboard is the dashboard ID followed by an underscore and
the letter m; in this example, XXXCustUpdate_m.
2. Select the Show in Designer check box.
3. Click OK.
The mobile dashboard displays in the BAQ Designer.
4. On the General sheet, review the Mobile Navigation – Flow and Jumps panels.
Flows control the order in which different views display on a mobile device. Jumps define what views on
the mobile device users can directly access from other views.
5. From the Tools menu, select Deploy Dashboard.
6. In the Deploy Dashboard window, select the Generate Mobile Application and Available for Mobile
Menu check boxes.
7. Click Deploy.
8. Click OK.
Review Mobile Dashboard menu in Menu Maintenance

After you deploy the mobile dashboard to the menu, the dashboard will display in menu maintenance under a
new Mobile Menu node in the tree view.
1. Navigate to the Menu Maintenance program using the following menu path:
System Management > Security Maintenance > Menu Maintenance
2. View the Mobile Menu and verify that the mobile dashboard displays in the tree view.
View the dashboard in Epicor Mobile Access

1. Launch Windows Internet Explorer.
2. From the Favorites menu, select Epicor Mobile Access.
3. Log in to Epicor Mobile Access using epicor for the Login ID and epicor for the Password.
4. Click Login.
5. Select Mobile Menu.
6. Select Customer Update to view the dashboard.
7. Select a customer from the Customer List.
8. Select Contact List from the drop down list to display the contacts for the selected customer.
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9. To add a new contact, click the Edit button and then the New Button.
10. Enter a Contact Number, Name and select a Role Code for the contact.
11. Click Save.
12. Click the Save button again.
13. Click Logoff to exit the Mobile Access application.
14. Click Log Off to exit the mobile dashboard.
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Microsoft Office SharePoint: Creating SharePoint
Dashboards with BI Web Parts and Performance
Canvas
Online Analytical Process (OLAP) cubes are the foundation for the Performance Canvas. This session introduces
the wizard-based user interface for designing custom slicers and gems, and how to deploy both to create an
Epicor Performance Management (EPM) Canvas (Canvas) dashboard. Finally, this session shows you how to
deploy the Epicor Performance Canvas to a SharePoint™ site as a Web Part page.
• Create a custom slicer using an existing OLAP cube and attach the slicer to an EPM Canvas.
• Define a custom Chart-Style or Table-Style Gem using specific measures and attach the gem to an EPM
Canvas.
• Publish a Performance Canvas dashboard to a SharePoint Site using a Web Parts Page.
Performance Canvas Designer Overview

The EPM Performance Canvas Designer is a powerful tool that allows you to customize and create gems, slicers,
and Canvases based on your specific requirements. The Performance Canvas Designer license is required to
create a new Canvas. The term Canvas describes the dashboard type display created and made available for
others via a Web URL or SharePoint site.
Update the SharePoint Connector

1. From the desktop of the Perspectives image, double click the Pers2010_WebConfig_Update.zip
2. Extract the Pers2010_WebConfig_Update.exe from the zip file.
3. Double click and select Next through each screen.
4. Browse to: C:\Inetpub\wwwroot\wss\VirtualDirectories\80 and you should see a Web.config file
dated 9/9/2010
Open the EPM Performance Canvas

The image being used for Perspectives does not have the Performance Canvas started as an application. This is a
unique requirement for the lab.
1. From the desktop of the lab machine, open the Admin Tools folder.
2. Navigate to the Start EPM Server and Performance Management icon and double click. This brings up a
command window and starts the required services.
3. Close the command window.
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Microsoft Office SharePoint: Creating SharePoint Dashboards with BI Web Parts and Performance Canvas
4. From the Desktop, click the EPM Performance Canvas shortcut.

5. From the Performance Canvas home page, select the Designer link.
Create the Geography Slicer

Slicers are synonymous with filters and can be multiple level, hierarchical, or single level. The slicer details
determine how the data is displayed in the Gems.
1. Expand the Slicers window in the element pane on the right side of the blank canvas.
2. From the menu bar of the Canvas Designer window, navigate to File > New > Create slicer.
3. From the Select a Data source window, select dspDemoSalesMeasureCube and click OK.
4. In the Select a Slicer Type window, accept the default entry of Hierarchy.
5. In the Name and Short Name fields, enter 1AXXXGeog (where XXX are your initials).
6. In the Description field, enter XXX Geography Slicer (where XXX are your initials) and click Next.
7. From the Select Slicer Contents Shared Dimension expand the Dimensions field, expand Geography,
and click on the Geography Hierarchy.
8. Move the Geography Hierarchy to the Captions window.
Create the Actual and Plan Gem

A Gem is a graphical display of data details to meet a specific analytical requirement and is attached to a
dashboard to display Key Performance Indicators (KPIs) over a period of time. Gems display as a chart or a table
on a Canvas.
1. Expand the Gem window in the element pane.
2. From the toolbar of the Canvas Designer, navigate to File > New > Create Gem.
3. From the Dimensions pane, drag the Geography Hierarchy into the Row pane.
4. Expand the Measures pane and select the dspDemoSales Measure Cube.
5. Drag and drop the Actual measure into the Measures pane.
6. Drag and drop the Plan measure into the Measures pane.
7. Expand the Canada > BC rows to see the field details.
Save the new Gem as a Table

Gems are either charts or tables, each with their own property definitions.
1. From the toolbar, select Save as Table.
2. In the Name field of the Basic Settings sheet, enter XXX_ActualPlan (where XXX are your initials).
3. In the Description field, enter Actual to Plant Comparison and click Save.
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Microsoft Office SharePoint: Creating SharePoint Dashboards with BI Web Parts and Performance Canvas
Create the Canvas

The Performance Canvas is defined by adding slicers and gems to the dashboard display. These are added using
the drag and drop capabilities of Microsoft Windows™. The All Tags option links the slicers, gems and canvases
to a specific category, in this case Orders. Use this feature to quickly access the new slicers and gems.
1. From the Canvas Designer toolbar, navigate to File > Create Canvas.
2. From the toolbar of the Blank Canvas sheet, select Save As.
3. In the Canvas Name and Canvas Description fields, enter XXX Lab Canvas (where XXX are your initials).
4. Click Save.
Populate the Canvas

The data details populate as related Gems and slicers are dragged onto the canvas.
1. Navigate to the Slicers pane, select 1AXXXGeog (where XXX are your initials) and drag it onto the
Canvas in the upper left portion of the screen.
2. From the Gems pane, drag the XXX_ActualPlan table gem onto the canvas in the left center position.
3. From the Gems pane, drag the Sales Demo: Top 5 Sub Geographies (In USD) chart gem onto the canvas
in the right hand side
4. Click Save.
Create a Web Parts Page on SharePoint

1. From the Favorites menu, select SharePoint Portal > SharePoint Home.
2. From the Site Actions field, select Create a Page.
3. In the Title and Description fields, enter XXXLab (where XXX are your initials).
4. From the Templates section, select (Welcome Page) Blank Web Part page.
5. Click Create. A template displays on the screen with several Add Web Part here options.
Deploy as Web Parts to SharePoint

1. From the Canvas Web Parts page, select Add Web Part in Top Zone.
2. From the Add Web Parts to Top Zone columns, scroll to the Miscellaneous section.
3. Select DSP Canvas and click Add.
4. From the DSP Canvas placeholder, click the Open the tool pane link.
5. From the Selected Canvas field, select XXX Lab Canvas (where XXX are your initials).
6. Clear the Clean check box, click Apply and click OK.
7. From the File menu, select Exit to close the SharePoint site.
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116
Performance Tuning Your Epicor System
Epicor recommends that you measure the performance benefits of these changes. To do this, time how
long it takes to run a process before you use a performance option. Then after you implement the option,
time the same process again. You should see a demonstratable savings in performance time.
Be sure to record each change and why you made it. You then can review what you did later on. Write
comments in your scripts and .pf files to document the changes. Remember that you can gain a lot of
performance by just doing a few things. Usually adding memory and spreading the disk workload across
as many disks as possible gives you the best performance gains. Always stop after you have
accomplished enough; the more tuning you do, the smaller the return on your investment.

• Understand what affects performance
• Know how to measure performance
• Realize what you can do to improve performance
• List items
PERFMON
Use Windows Perfmon to monitor load areas. You can use Performance Monitor to view performance data,
either in real time or from a log file. Create Data Collector Sets to configure and schedule performance counter,
event trace, and configuration data collection so that you can analyze the results and view reports.
1. Start > Run > Perfmon.
2. Add a Counter.
a. Highlight Performance Monitor.
b. Click on the green +.
c. Select Physical disk.
d. Add Disk Write Queue length.
e. Locate the C: drive /add.
f. Locate the new counter.
g. Double-click on the new counter.
h. Change the color with the color button.
i. Make the line bolder with the width tab.
j. Click OK.
k. Notice where line is in graph.
l. Open the Epicor 905 application.
m. Review the counter line.
n. Navigate to Sales Management > Order Management > Order Entry and notice the load.
Cause of Excess Disk Activity

1. Location of Temp db
2. Slow disk RPM
3. Raid array
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Performance Tuning Your Epicor System
4. Disk Format
OpenEdge Explorer
This tool replaces the Progress Explorer Tool.
1. Start Programs > OpenEdge Explorer > Management Console.
2. Expand appservers.
3. Select Epicor905.
4. Select Configuration.
a. Edit at the top of the screen.
b. Validate the pool range.
c. Select the drop down on log setting/ verbose.
d. Move to the log threshold size and add 5000000.
e. Maximum number of server log files and change to 10.
5. Stop / Start order.
a. Select each in the following order and select stop/ broker menu on the right:
• Epicor905Process
• Epicor905Task
• Epicor905
b. Now restart each.
c. Start Epicor905.
d. Start Epicor905Task.
e. Start Epicor905Process.
System Troubleshooting
• Epicor recommends that both the \Epicor folder be shared Read Only for everyone that accesses the server.
• If the Microsoft XP firewall is active, it may slow performance. Test this firewall against other firewall
options to discover which one reduces performance the least but still effectively protects your system.
• Frequent virus scans on the Mfgsysdata and the client folders slow performance. Schedule virus scans during
off hours.
• Backing up the database during the day slows performance. Schedule database backups during off hours.
• Avoid directly accessing tables through ODBC or SQL Explorer. If you do this, records can lock-up.
• Avoid setting the DSN value to the wrong default isolation level within ODBC. If you do this, records can lock
up.
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Security Tips and Tricks
• Understand application security
• Create a user and assign rights
• Set up Single Sign On
• List programs contributing to the makeup of the user
• Cite Key attributes of the user account
Understand Application Security
Security in ERP environments is important to protect sensitive data, guard against destructive operations, allow
users access to what they need, and disallow users access to what they do not need. Typically, there are two
security environments to consider: the network security environment and the application security environment.
This lab focuses on the application security environment. It introduces the User file and its subsidiary programs.
The lab consists of an application walkthrough of each of the programs and their key attributes. It continues
with a discussion of the various levels of security within the application and concludes with a review on
establishing security privileges at each level.
Create a User and Assign Rights

Create a user and decide what this user can perform in the application.
1. Open Epicor905.
2. Navigate to System Management > Security Maintenance.
3. Review available options.
a. Field Security
b. Menu Maintenance
c. Process Security
d. Security Group
e. User Security
4. Double Click User Security.
5. File > New User
a. Add your first initial and last name.
6. Select desired settings.
a. Select Allow Requisitions.
b. Select the Can Suspend check box.
c. Select the Single Signon check box.
d. In the Session Time Out field, enter 20 minutes.
e. Shop Tracker Refresh.
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7. Assign Company
a. Select the Company tab.
b. File > New Company
c. For the Company, select Epicor USA.
d. Assign Main Plant.
e. Click Save.
8. Click the Security tab and select the following options:
a. Security Manager
b. Customize Privileges
c. Allow Personalization
d. Allow Translations
e. Dashboard Developer
f. BPM Advanced user
g. BAQ Advanced user
h. Maintain Themes
9. Select user tools.
a. Select the Allow multiple sessions check box.
b. Select the Can Edit Company annotations check box.
10. Assign group
a. Select the Group tab.
b. Use groups to mange.
c. Add your ID to all groups.
11. Set password
a. Click Save.
b. Options > Change User
c. Log in as yourself
d. Set password
Setup Single Sign on

Use of Single Sign on interfaces the Windows ID with the Application ID. It allows password enforcement and
efficiency in user access.
1. Open Epicor905.
2. Navigate to System Management > Security Maintenance.
3. User Security
a. Locate your User ID.
b. Verify the Single Sign On check box is selected.
c. Click Save.
4. Open Windows Explorer.
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5. Browse to C:\Program files\Client905.

a. Open the config folder.
b. Use Notepad to open the default.mfgsys file.
6. Browse to the security line Single Signon.
a. <userSettings>

<UserID value="manager" />
<Password value="manager" />
<SingleSignOn value="false" bool="" />
b. Change SingleSignOn value from false to true.
c. Click Save and Test login.
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122
SQL Server Reporting Services (SSRS) New Reports
and Templates
SQL Server Reporting Services provides a variety of ready-to-use tools to help create, deploy and manage
reports. This session introduces the Report Builder tool and the use of Microsoft Visual Studio 2008.
• Create a simple SSRS report linked to the Epicor 9 database
• Link an SSRS report to the Epicor 9 Menu
• Customize an SSRS report using Report Builder
• Customize an SSRS report using Visual Studio 2008
General Setup in Epicor 9

Make sure that the Epicor SSRS URL is setup in the Company Configuration.
1. Navigate to Company menu in Epicor 9.
a. Menu path: System Management > Company Maintenance > Company
2. Navigate to the System sheet and then the General Settings sheet.
3. On the Form Print Options box make sure the fields show the following information:
a. Allowed Report Style: Crystal and SSRS
b. Epicor SSRS URL example: http://localhost/Reports_SQL2008/Pages/Folder.aspx
c. Default: http://<server name>/Reports/Pages/Folder.aspx
The <server name> is the server where you installed the Epicor SSRS Monitor Service and Portal.
4. Save, Close the Company form, and Epicor 9.
General Setup in SSRS
Make sure that you have a Data Source setup in SSRS connected to your Epicor 9 SQL database.
1. In a Browser (Internet Explorer, Firefox, Chrome) enter the URL of your SSRS setup.
a. SSRS URL example: http://localhost/Reports_SQL2008/Pages/Folder.aspx
b. Default: http://<server name>/Reports/Pages/Foldwr.aspx where <server name> is the server
instance where SQL SSRS is installed.
c. From the menu select New Data Source.
d. Complete the fields with the following:
• Name – This is the name of the Data Source you will use to connect your SSRS report to the
Epicor 9.05 database. We will use the name: Epicor905.
• Description – However you would like to describe the Data Source. We will use the description:
Epicor 905 Database.
• Check box: - Enable this data source
• Data Source Type – Select Microsoft SQL Server from the drop down list.
• Connection String – enter this in the following format:
• Example: Data source=localhost\SQL2008;initial catalog=Epicor905
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SQL Server Reporting Services (SSRS) New Reports and Templates
• Default: Data source=<Sql Server Instance>;initial catalog=<Epicor 905 database>

Typically the <SQL Server Instance> will be the name of the server where the SQL is installed for
the database you want to connect to, yet if there are multiple instances then you would have
the server slash instance name such as: DBServer01\SQL2008 where SQL2008 is an instance of
SQL installed on the server DBServer01.
• Connect using – This is for the credential and security connect process used. We will select:
Windows Integrated Security
• Click Ok and the Data Source created will be saved under the Home folder:
• Example: http://localhost/Reports_SQL2008/Pages/Folder.aspx
• Default: http://<server name>/Reports/Pages/Folder.aspx
Create a Simple SSRS Report Connected to the Epicor 9.05 SQL Database
Now create a simple SSRS report and directly connected to the Epicor 9.05 database.
1. On the SSRS Home Page URL: http://localhost/Reports_SQL2008/Pages/Folder.aspx click on the “Report
Builder” option on the right side of the menu bar.
2. Select the Table or Matrix icon.
3. On the Choose a connection to a data source screen, click Browse.
4. On the Data source screen double click on the Epicor905 datasource created previously that’s located on
the SSRS Report Server URL and click Next.
If the data source was setup to require a login then you will be asked for a UserID and password when
selecting Next. If you set up the data source with Windows Integrated Security, you will get the
following screen if your UserID has access to SQL and SSRS.
5. Click on the plus sign (+) next to Tables to expand the node and locate the Customer table.
6. Select the plus sign (+) to expand the node and be able to see all the fields of the table.
7. Select the following Customer fields by checking the box next to those fields:
a. County
b. Terriroty ID
c. State
d. Name
These fields should show up in the Selected Fields Pane.
8. Select the Edit as Text option and type in the following data:
SELECT
OrderDtl.Company
, Customer.Country
, Customer.TerritoryID
, Customer.[State]
, Customer.Name
,sum(OrderDtl.[OrderQty]) as [Order Qty]
FROM [2009i].[dbo].[OrderDtl]
left join [2009i].[dbo].Customer on Customer.Company= OrderDtl.Company and
Customer.CustNum = OrderDtl.CustNum
GROUP BY OrderDtl.Company, Customer.Country, Customer.TerritoryID, Customer.[state],
Customer.Name
ORDER BY 1,2,3
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9. Select the exclamation point (!) to run the query, you should be able to see data.
10. Click Next.
11. In the screen titled Arrange fields, drag the Country, TerritoryID, State and Name fields to the Row
Groups Pane.
12. Drag the Order_Qty to the Values Pane, it will default to (sum).
13. Click Next.
14. On the Choose the Layout screen select the following:
a. Show subtotals and grand totals checkbox
b. Blocked, subtotal above radio buttons
c. Expand/Collapse Group: unchecked
You can experiment with the different layouts, but this is what you will work with to get a simple
report without other functions to complicate things.
15. Click Next.
16. On the next screen choose a style of your preference, for example Ocean.
17. Click Finish.
This will take you to the Design Surface of the Report Builder. You will see the table that was created.
18. Select Run, so you can see what the report will look like.
19. Select Save As, save the file under the Custom Reports folder and name it CustomerList.
20. Close the Report Builder screen and go back to the SSRS Home page:
a. Example: http://localhost/Reports_SQL2008/Pages/Folder.aspx
b. Default: http://<server name>/Reports/Pages/Folder.aspx
21. Click on the Custom Reports folder and you will now see the report.
22. Click on CustomerList and the report will run in SSRS.
Set Up Epicor 9 to Run this Report from an Epicor Menu

You will now connect the SSRS report we have created to the Epicor 9 Menu.
1. Navigate to System Management menu in Epicor 9.
a. Menu path: System Management > Utilities > Menu Maintenance
2. Add this to the root of the Executive Analysis menu in Epicor 9 by clicking on Executive Analysis under
the Main menu node and select New Menu.
3. Complete the fields with the following information:
a. Menu ID: UDSSRS01
b. Module: UD
c. Name: SSRS Customer List
d. Security ID: SEC469 (Default value)
e. Parent Menu ID: XAMN6000 (Default value)
f. Order Sequence: 0
g. Drop down: SSRS Custom Report Link
h. Icon: Report
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i. Program Button: Epicor.Mfg.UI.CustomReport.dll (Default value)

j. Report: Enter the path and report name of the report from the root of the SSRS Reports Home URL
folder: \CustomReports\CustomerList.
4. Save this new menu and close Menu Maintenance.
5. Close Epicor 9 and log in again; go to Executive Analysis and you should see the SSRS Customer List at
the top in the right hand pane.
6. Click on the SSRS Customer List and select Print Preview.
7. The SSRS preview screen window will open and run the report.
Customize a Simple SSRS Report in Report Builder

Now you will customize the CustomerList report using Report Builder by adding a title, drill drown features,
dataset, and a parameter.
1. On the SSRS home page url: http://localhost/Reports_SQL2008/Pages/Folder.aspx Click on the Report
Builder option.
2. Open the CustomerList report that can be found under CustomReports\CustomerList.
3. Double click on the Title and name it Customer’s Order Quantity.
4. Set the font on the Properties pane found on the right to be:
a. Color: Dark Blue
b. Font Family: Arial Black
c. Font Size: 24
d. Font Style: Italic
5. Resize the Title so it fits on the report.
6. Right click on Name from the Row Groups pane and select Group Properties.
7. Select the Visibility property and modify the settings below:
a. When the report is initially run: Hide
b. Display can be toggled by this report item: State
8. Click OK. This will now enable the drill down feature.
9. Right click on State from the Row Groups pane and select Group Properties.
10. Select the Visibility property and modify the settings below:
a. When the report is initially run: Hide
b. Display can be toggled by this report item: TerritoryID
11. Click Ok. This will now enable the drill down feature.
12. Click Run. You’ll be able to drill down on the table.
13. Go Back to the Design mode and select the 5 rows where Order_Qty is displayed.
14. On the Properties pane, go to Number and type the following: #,0.00;(#,0.00).
15. Click Run. Now you’ll be able to see the Order Qty values with a number format displaying only 2
decimal values.
16. Go back to the Design mode.
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17. Navigate to the Insert tab and select Image, then click on the report body.
18. The Image properties screen will display, make the following changes:
a. Name: Epicor
b. Select the image source: External
c. Use this image: click on browse and under \Images\Epicor.jpg
19. Click OK.
20. Place the image on the upper right hand corner. (The report body might need to be expanded to fit the
image without overlapping with the title).
21. Right click on the Epicor905 data source on the Report Data pane and select Add Dataset.
22. The Query properties window should include the following:
a. Name: Company
b. Data source: Epicor905
c. Query type: Text
d. Query:
SELECT DISTINCT Company
FROM dbo.OrderDtl
23. Select the Query Designer and run the query to make sure there is no problem, and view the data.
24. Click OK.
25. Click OK. The Company dataset has now been created.
26. Right click under the Parameters folder on the Report Data pane and select Add Parameter.
27. The General tab of the Report Parameter Properties should include the following:
a. Name: Company
b. Prompt: Company
c. Data type: Text
d. Select parameter visibility: Visible
28. Go to the Available Values tab and make the following changes:
a. Select from one of the following: Get values from a query
b. Dataset: Company
c. Value field: Company
d. Label field: Company
This will obtain the Company values from the table and display them on the drop down list from the
Company parameter.
29. Go to the Default Values tab and make the following changes:
a. Select one from the following options: Get Values from a query
b. Dataset: Company
c. Value field: Company
30. Click OK. This will obtain the first Company value from the table and set it as default when running the
report.
31. Right click on DataSet1 from the Report Data pane and select Dataset Properties.
32. On the Filters tab click Add and make the following changes:
a. Expression: [Company]
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b. Operator: equal sign =

c. Value: Click on fx and go to the Parameters Category, double click on the Company and then click
OK. You should now see: [@Company].
33. Click OK. This will now filter the table data from what’s selected on the Company Parameter.
34. Run the report and you’ll see that the Company parameter is displaying the first available Company.
Select a different Company and click View Report.
35. Go back to the Design mode, save the report and close Report Builder.
36. Navigate to Executive Analysis in Epicor 9.
37. Click on SSRS Customer List and select Print Preview.
38. The SSRS preview screen will display and run the report.
Customize an Existing SSRS Report in Visual Studio 2008

You will now customize the Book Listing report using Visual Studio 2008. You will add a sorting feature and a
parameter with specific values.
1. Open Microsoft Visual Studio 2008 under Programs\Microsoft Studio 2008\.
2. Navigate to File > Open > Project > Solution and select BookListingReport.rptproj under
Documents\Visual Studio 2008\Projects\BookListingReport.
3. On the Solution Explorer found on the right, double click on GLBook.rdl. You will now be able to view
the report on the Design tab.
4. Right click on the table and select Tablix Properties.
5. Go to the Sorting tab and make the following changes:
a. Click Add.
• Sort by [COACode]
• Order A to Z
b. Click Add.
• Sort by [BookID]
• Order A to Z
c. Click OK. The table will now sort information by COACode and then by BookID.
6. Right click on Parameters folder on Report Data and select Add Parameter.
7. On the General tab, make the following changes:
a. Name: Calendar
b. Prompt: Calendar
c. Data type: Text
d. Select parameter visibility: Visible
8. On the Available Values, tab make the following changes:
a. Select from one of the following options: Specify values
b. Select Add.
• Label: Main
• Value: Main
c. Select Add.
• Label: JP01.
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• Value: JP01.
d. Click OK. You’re specifiying the values that will show on the Calendar drop down list.
9. Right click on the GLBook dataset under Report Data pane and select Dataset Properties.
10. On the Filters tab, make the following changes:
a. Click Add.
• Expression: [FiscalCalendarID]
• Operator: equal sign (=)
• Value: Click on fx go to the Parameters category. Double click on the Calendar value and then
click OK. You should now see: [@Calendar].
b. Click OK. Data on the table will now be filtered by the Calendar parameter.
11. Go to the Preview tab.
a. Enter the DSLocation:
http://localhost:84/EpiSSRSPortal/DataSource/EPIC03/Epicor/Book%20Listing%20Report00264.
xml.
b. Select a value from the Calendar drop down list and click View Report. You will now see the
information filtered by the value selected on the Calendar Parameter.
12. Go back to the Design tab and locate both fields where the Calendar values are being displayed on the
table. Delete both fields by right clicking on the textbox and selecting Delete.
13. Go back to the Preview tab.
a. Enter the DSLocation:
http://localhost:84/EpiSSRSPortal/DataSource/EPIC03/Epicor/Book%20Listing%20Report00264.
xml.
b. Select a value from the Calendar drop down list and click View Report. You will now see that the
Calendar column no longer shows on the report.
14. Save the file and exit Visual Studio 2008.
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130
Business Process Management (BPM) – Process
Management for Compliance and Automation,
Part 1
This lab explains Business Process Management (BPM) and offers hands-on experience creating directives that
can modify the process flow of your Epicor application.
• Understand basic business object concepts.

• Learn about Method Directives.
• Understand the difference between Pre, Base, and Post Processing directives.
• Learn to use tracing.
• Use condition statements to indicate when a directive executes.
• Set up actions that control business processes.
Use the Trace Log
Use Epicor tracing to view called method directives and optionally see the datasets sent to and returned from
the database. In this exercise, use a trace to learn which methods are called in a business object.
Key concepts:
• Identify six core methods within a business object:
o GetbyID
o GetList
o GetNew
o GetRows
o Update
o DeleteByID
• Use the interface to demonstrate actions used in a method directive.
• Read the values used in an update transaction.
1. Log into Epicor 9 using the following credentials:

a. User name: manager
b. Password: manager
2. In the right part of the task bar, right-click the System Monitor and select Exit. This closes the System
Monitor and creates a clean log.
3. Navigate to Material Management > Inventory Management > Setup > ABC Code.
4. Set up the trace:
a. On the Main Menu, from the Options menu, select Tracing Options.
b. Select the Enable Trace Logging check box.
c. Click Apply.
5. Leave the Tracing Options Form open.
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Business Process Management (BPM) – Process Management for Compliance and Automation, Part 1
6. Retrieve an existing ABC Code:

a. Maximize ABC Code Maintenance.
b. Click the ABC Code button to search for and select an existing ABC code.
c. Click OK.
d. Change one of the record parameters.
e. Click Save.
7. View the trace.
a. Maximize the Tracing Options Form.
b. Click View.
c. Review the method calls and dataset information.
d. Note the GetRows when the records are retrieved.
e. Note the Update when the record is saved.
8. Add a new ABC code.
a. Maximize ABC Code Maintenance.
b. Click New.
c. In the ID field, enter P and press <Tab>.
d. Enter one or two parameters.
e. Click Save.
9. View the trace.
a. Maximize the Tracing Options Form.
b. Click View.
c. Review the method calls and dataset information.
d. Note the Get New.
e. Note the Update when the record was saved.
f. Exit Notepad and the Tracing Options Form.
g. Exit ABC Code Maintenance
Note: Writing the complete dataset and creating an XML file are useful options when more detail is required.
Most BPM method calls can be discerned with just the basics.
Make a Field Mandatory
Many organizations want to make sure that when new parts are created, they have a part class or product group
named. In this exercise, use BPM to make the Part class mandatory for purchased parts and the Product Group
mandatory for manufactured or kit parts.
Key concepts:
• Identify the business object method that requires a directive.
• Apply multiple directives to a method.
• Prevent a database commit.
• Group multiple condition statements.
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1. Locate the Part.Update Method:

a. If necessary, log into Epicor 9 with User Name: manager and Password: manager.
b. Navigate to System Management > Business Process Management > Setup > Method
Directives.
c. Click the Method Code button.
d. In the Method Name Starting At field, enter u.
e. In the Business Object field, select Part.
f. Click Search.
g. Select Update.
h. Click OK.
2. Create a Pre-Processing Directive:
a. From the New menu, select New Pre-Processing.
b. In the Directive Name field, enter Mandatory Part Class if Part is Purchased.
c. In the Group field, enter P10-BPM1-Ex2.
d. Select the Prevent Endless Loops check box.
3. Add a condition to test if the part is purchased:
a. Click Conditions.
b. Click the Add Line icon.
c. In the User Text field, select the specified field of the changed row is equal to the specific
expression.
d. Click the first specified.
e. In the Table field, select ttPart.
f. Select the check box for the TypeCode field.
g. Click OK.
h. Click the second specified.
i. In the Editor text box, enter “P” (for Purchased). Be sure to include the quotation marks.
j. Click OK.
4. Add a condition to test for an empty part class.

a. In the Conditions window, click the Add Line icon.
b. In the Operator field, verify and displays.
c. In the User Text field, select the specified field of the changed row is equal to the specified
expression.
f. Select the check box for the ClassID field.
g. Click OK.
i. In the Editor text box, enter "" (for blank).
j. Click OK.
k. Click OK to exit the Conditions window.
5. Add a new action to raise an exception.
a. Click Actions.
c. In the User Text field, select raise exception based on the designed template.
d. Click designed.
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e. In the Name field, enter Mandatory Part Class.

f. In the text box, enter Purchased Parts Must Have a Part Class.
g. Press Enter.
h. Enter BPM Part.Update.
i. Click OK.
j. Click OK to exit the Actions window.
k. Select the Enabled check box.
l. Click Save.
The pre-processing directive for purchased parts is complete. Next, create a second pre-processing directive for
manufactured and kit parts. The new directive also acts upon the Part.Update method.
6. Create the second Pre-Processing Directive.
b. In the Directive Name field, enter Mandatory Prod Group if Part is Mfg or Kit.
c. In the Group field, select P10-BPM1-Ex2.
d. Select the Prevent Endless Loops check box.
7. Add a condition to test if the part is manufactured.
expression.
g. Click OK.
i. In the Editor text box, enter "M" (for Manufactured).
j. Click OK.
8. Add a condition to test if the part is a kit:
a. Click the Add Line icon.
b. In the User Text field, select the specified field of the changed row is equal to the specified
expression.
c. In the Operator field, select or.
g. Click OK.
i. In the Editor text box, enter "K" (for Kit).
j. Click OK.
k. In the Prefix field on the first row, enter an open parenthesis (.
l. In the Postfix field on the second row, enter a closing parenthesis ). The parentheses group the
two condition statements using the “or” operator.
9. Add a condition to test for an empty product code:
a. Click the Add Line icon.
b. In the Operator field, select and.
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expression.
f. Select the check box for the ProdCode field.
g. Click OK.
i. In the Editor text box, enter "" (for blank).
j. Click OK.
k. Click OK to exit the Conditions window.
10. Add an action to raise an exception message:
a. Click Actions.
d. Click designed.
e. In the Name field, enter Mandatory Product Group.
f. In the text box, enter Product Group is Mandatory for Manufactured or Kit Parts.
g. Press Enter.
h. Enter BPM Part.Update.
i. Click OK.
j. In the Actions window, click OK.
l. Click Save.
11. Test the directive for purchased parts:
a. Navigate to Material Management > Inventory Management > Setup > Part.
b. In the Part field, enter TT-P10 and press Tab.
c. In the Add New Confirmation, click Yes to the prompt.
d. In the Description field, enter Table Top.
e. In the Type field, verify Purchased displays.
f. Click Save. BPM displays the exception message and does not save the record.
g. In the Class field, select a part class.
h. Click Save. The record is saved and no exception is raised.
12. Test the directive for manufactured or kit parts:
a. In the Part field, enter TL-P10 and press Tab.
b. In the Add New Confirmation, click Yes.
c. In the Description field, enter Table Leg.
d. In the Type field, select either Manufactured or Sales Kit.
e. Click Save. BPM displays the exception message and does not save the record.
f. Select a part Group.
g. Click Save. The record is saved and no exception is raised.
h. Exit Part Maintenance.
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Validate a Field Against a Table
In this exercise, create a query to validate a code in a user-defined table. These queries require some knowledge
of 4GL. A simple example that can be copied has been included for use in this exercise.
Key concepts:
• Use Progress OpenEdge syntax to read a table and a field that is not in the dataset.
1. Locate the Customer.Update Method:

a. Navigate to System Management > Business Process Management > Setup > Method
Directives.
b. Click the Method Code button.
c. In the Method Name Starting At field, enter u.
d. In the Business Object field, select Customer and click Search.
e. Select Update and click OK.
2. Create the directive:

a. From the New menu, select New Pre-Processing directive.
b. In the Directive Name field, enter ValidateState.
c. In the Group field, enter XXXPERS (where XXX are your initials).
3. Add a condition to test if state code is valid:

c. In the User Text field, select the number of rows in the designed query is not less than 1.
d. Click designed.
e. In the Query Name field, enter ValidateState.
f. Enter the following code:
for each ttCustomer where ttCustomer.RowMod = "A" or ttCustomer.RowMod = "U", each ud08
where ud08.Company = ttCustomer.Company and ud08.Key1 = ttcustomer.State no-lock
Explanation: The query is written in ABL syntax. The syntax checker will validate the syntax of
the query. To support optimistic record locking, the Epicor framework maintains a copy of the
original record as well as the updated record and sends both of these rows to the server on
Update. To identify the Updated or Added row rather than any original row, it is necessary for
the query statement to specifically target that row via the RowMod column. Valid entries for a
changed row are ‘A’=Add, ‘U’=Update, ‘ ‘ =Unchanged, and ‘D’=Delete.
g. Remove all hard returns and tabs so the query displays as one line of text.
h. Click OK.
i. Click is not less than and select is less than.
j. Click OK.
k. In the Conditions window, click OK.
l. Save the method directive.
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4. Add a new action to raise an exception:

a. Click the Actions button.
d. Click on designed.
e. In the Name field, enter ValidateStateException.
f. In the text box, enter The state code is not valid.
g. Press Enter.
h. Enter BPM Customer.Update.
i. Click OK.
j. In the Actions window, click OK.
l. Save the method directive.
5. Test the directive:
a. Navigate to Sales Management > Order Management > Setup > Customer.
b. In the Customer field, enter DALTON.
c. In the State field, enter MM.
d. Click Save. The exception message appears.
e. Click Refresh to verify the record was not saved.
f. Exit Customer Maintenance.
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138
Dashboard Reports Part 1
This lab uses Crystal Reports to add a Dashboard Report to a Dashboard. In the process, an existing System
Dashboard is copied and modified to fit your needs.
• Duplicate a system dashboard.
• Set up Report options required by the Crystal Report application.
• Connect the Crystal Report to a Data Source.
• Upload the report into the dashboard.
• Add a Report View and Report Link to the dashboard.
• Generate and launch the Crystal Report.
• Add a customized dashboard to the Main Menu and generate the report.
Launch and Copy a System Dashboard

A system Dashboard cannot be modified, so you must make a copy of it to modify the report.
1. Navigate to Executive Analysis > Status Dashboard.
2. Double-click Job Status to launch the dashboard.
3. On the toolbar, click the Refresh button to load data.
4. From the Tools menu, select Developer.
Note: A tree structure appears when Developer Mode is active. When you are in Developer Mode, you
can copy and modify the dashboard.
5. From the File menu, select Copy Dashboard.
6. In the Dashboard ID field, enter JobStatus_<Your Initials>.
7. Click OK.
8. Now click on the General tab.
9. In the Description field, enter Job Status_<Your Initials>.
10. Click Save.
Verify the Report Options Setup

The following best practice is recommended by Epicor. You can enter the setup paths you want, but the
following file structure is recommended to help you and other users easily locate your reports.
1. From the Tools menu, select Report Tools > Report Options.
2. Note the Crystal Report Executable path.
This directory path defines the folder which contains your Crystal Reports executable file; with this path
defined, you can launch Crystal Reports from within the dashboard in Developer Mode.
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3. Identify the Sample Data Directory path.

This directory stores the data you generate to test your BAQ report layout while you work on it within
Crystal Reports. To do this:
a. Make sure that the path points to your Sample Data folder. Click the Ellipses (...) button.
b. Navigate to the _BAQReports>Sample Data folder within your local directory.
4. Verify the Local Reports Directory path.
This folder contains your BAQ report (.rpt) files. After your files are saved to this location, you can then
work on the report layout within Crystal Reports.
a. Click on the ellipses (...) button.
b. Ensure that the path points to your Reports folder.
5. When you finish reviewing the paths, close the Report Options window.
Design the Crystal Report

In most situations, you will create a new Crystal Report. For purposes of this lab, however, you will use a sample
Crystal Report.
1. Verify the dashboard displays data.
If it does not, click the All sheet and select the Refresh button.
2. From the Tools menu, select Report Tools > Design Crystal Report.
3. When the Sample Data saved message appears, click OK.
This creates the JobStatus<Your Initials>.xml file; this file contains the data source you will use to create
the report. After you click OK, a Crystal Reports session launches.
4. In Crystal Reports, select File > Open.
5. Browse to the Local Reports Directory: C:\_BAQReports\Reports.
6. Select JobStatus.rpt and click Open.
7. Click File>Save As.
8. In the Name field, enter JobStatus_<Your Intials>.rpt.
9. Click Save.
Attach the XML File as the Datasource Location

2. In the Set Datasource Location window, in the Replace with: section, select the Create New Connection
folder.
3. Select the ADO.NET (XML) folder.
4. Next to the File Path: field, click the ellipsis (…) button.
5. Navigate to the _BAQReports\SampleData folder.
6. Select the JobStatus_<Your Initials>.xml file and click the Open button.
7. On the ADO.Net (XML) window, click the Finish button.
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8. In the Set Datasource Location window, in the Replace with: section, select the NewDataSet folder.
9. Click the Update button.
10. Click the Close button to return to the Crystal Report Designer.
11. From the File menu, select Save.
Alternately click the Save button on the Standard toolbar.
Insert a Company Logo Into the New Form

A common change users frequently do is place their company logo into a form. These logos can be inserted as
JPEGs (.jpg) or bitmap (.bmp) files. Other graphic formats work as well, but these two graphic formats are
typically used on reports.
1. Expand the Report Header section of the form to create more space by sliding down the lower section line.
2. In Design mode, from the Insert menu, select Picture.
4. Select the epicor-logo.bmp file.
5. Click on the Open button.
6. Click Save.
7. Place the logo on the Report Header section of the report.
button.
8. Click the Save button.
9. Click the Refresh button (The two circling blue arrows icon). You can then display a preview of the report.
10. Close Crystal Reports.
Upload the Report

This process copies the report from the Local Reports Directory to the server Reports\Custom Reports folder.
1. Return to the dashboard.
2. From the Tools menu, select Report Tools > Upload Report.
3. From the list, select JobStatus_<Your Initials>.rpt.
4. Click Open.
5. To the Successful Upload Report message, click OK to return to the dashboard.
Add a New Report View and Run the Report

Leverage this functionality to display a report directly on your dashboard. You can then view the report with
current data and refresh the report display as often as you need.
1. Next to the New button, click the Down Arrow and select New Report View.
2. In the Dashboard View Properties window, in the Caption field, enter Job Status View_<Your Initials>.
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3. To the right of the Report File field, click the ellipses (…) button to browse for the JobStatus_<Your
Initials>.rpt file in the CustomReports folder.
Note: The CustomReports folder should appear automatically when this Browse window first opens.
4. Select the report and click Open.
5. Click OK and a new Job Status View sheet displays.
6. In the tree view , right-click the Job Status View_<Your Initials> report link.
7. Select Generate Report to run the report.
Add a Report Link and Launch the Report Link

Follow these steps to link a report to your dashboard and then display it within a separate window. Within this
window, you can navigate to different areas within the report, as well as export and print the report.
1. In the dashboard, navigate to a blank area of the tree view. Right-click your mouse button.
2. A context menu displays.
3. Select New Report Link.
4. In the Caption field, enter Job Status Link.
5. Click the ellipses (…) button to locate the JobStatus_<Your Initials>.rpt report.
The menu path is:
C: \Program Files\Epicor\Epicor905\server\reports\CustomReports
7. Click OK to finish the creation of the Report Link.
8. In the dashboard tree view, right-click the Job Status Link.
9. From the context menu, select Launch Report Link.
The report launches in a separate window.
10. Close the report and return to the dashboard.
11. Click Save on the Standard toolbar to record this dashboard configuration.
Add Custom Dashboard to the Main Menu
After you finish adding your report view and link, you can add your custom dashboard to the Main Menu. Your
report will then be available to users during run time.
1. Menu Path: System Management > Utilities > Menu Maintenance

2. Navigate to the Executive Analysis > Status Dashboard location.
3. Click the Down Arrow next to the New button; select New Menu.
4. In the Menu ID field, enter UDJS_<Your Initials>.
Note that UD stands for user-defined.
5. In the Name field, enter Job Status_<Your Initials>.
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6. In the Security ID field, enter SEC242.

This value defines the security group for the report. All users assigned to this security group through
User Maintenance can then run this report.
7. In the Order Sequence field, enter 22.
The larger the number, the lower this report displays below the Reports folder.
8. In the Program Type field, select Dashboard Runtime.
9. In the Icon field, select the Tracker icon.
10. Notice the Dashboard field activates.
In this field, click the search button.
11. Select the Job Status_<Your Initials> file.
12. Click Save.
14. To verify the report is in the indicated location, log out, log back in.
The Epicor application should launch automatically, but if it does not, enter as bhoward/bhoward.
16. Launch the Job Status_<Your Initials> dashboard.
17. Click the Refresh button to populate the tracker with data.
18. To see the report view, click on the Job Status View_<Your Initials> tab.
19. Right click and select Generate Report. The dashboard report populates with data.
20. To see the report link, click on the Actions menu and select the Job Status View_<Your Initials> option.
The dashboard report displays in a separate window.
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144
Find it Faster: Tools for Searching
Search programs are available throughout the application. Each search program allows you to filter and organize
search results through record-specific criteria. In this lab, you will learn how search screens are program-specific
but most have general layouts.

• Describe four approaches for launching a search program
• List four refined search techniques
• Create and launch a search for each refined search technique
• Create and launch a data tag search
• Retrieve content using Enterprise Search
Basic Searches
Launch the search program by clicking on an information specific button (such as the Sales Order button), or by
using the Binoculars button which displays on the standard toolbar.
In this workshop, familiarize yourself with how to use the Basic Search program.
Launch Search Program

a. Menu Path: Sales Management > Order Management > General Operations > Order Entry
2. Click the Sales Order button.
Sort Search Results

Rearrange or sort the search results for easier access.
1. Click and hold the Customer ID column heading and drag it to the first column position.
2. Click the Customer ID column after it is in position to create an ascending sort.
Group Search Results

Group the data by customer name to focus on a specific customer’s orders.
1. Right-click the Search Results title bar at the top of the grid.
2. From the context menu, select Show Group By.
3. Drag and drop the Customer ID column on the Drag a column header here… box.
4. Click the plus sign (+) by any customer to display that customer’s orders.
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Select Multiple Items

To select an individual item, double click directly on the item or select the item and click OK. To select multiple
items, follow these steps:
1. Hold down the Ctrl key and click on several items.
2. Optionally, click and hold down the left mouse button and drag down the list.
3. Click OK.
View Results
1. Review the content of the record in focus.
Notice, this is the first record that was selected from the previous exercise.
2. From the Navigation Selection field, click the down arrow to select another record that was returned in
the search results.
3. Exit Sales Order Entry.
Hot Key Searches

Launch the search program on any field where a search is available by pressing <Ctrl> + S. If data is available in
the field, the search program displays with this specific data in the Starting At field and then returns search
results based on that value. If the field is blank, the search form will display, but the search results do not return
automatically.
In this workshop, familiarize yourself with how to use the Hot Key Search.
Launch Search Program

1. Navigate to Part Maintenance.
a. Menu Path: Sales Management > Order Management > Setup > Part
2. Place your cursor in the Part field and enter D.
3. Press <Ctrl> + S.
Select Item(s)
The search program displays. The data entered into the field appears in the Starting At field.
1. Highlight and select a record from the Search Results.
2. Click OK.
View Results
2. Exit Part Maintenance.
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Quick Searches
Use the Quick Search functionality to create configurable searches to use within your own user account.
Publically share the search to allow it to be used in other user accounts.
The ability to use Quick Searches requires special User ID security privileges and an existing Business Activity
Query (BAQ).
In this workshop, create a Quick Search that allows you to search for the serial number assigned to a part
number.
Activate Quick Search Functionality

If a System User is not granted the necessary security privileges, the Quick Search option does not display on the
field’s right-mouse context menu.
1. Navigate to User Maintenance.
a. Menu Path: System Management > Company Maintenance > User
2. Click the User ID button.
3. Search for and select System Manager.
4. Navigate to the Security sheet.
5. Verify the Can Maintain Quick Search check box is enabled.
6. Click Save.
7. Exit User Account Maintenance.
Create Quick Search

1. Navigate to Part Maintenance.
a. Menu Path: Sales Management > Order Management > Set Up > Part
2. Right-click in the Part field.
3. Select Quick Search Entry.
4. From the New menu, select New Quick Search.
5. In the Quick Search ID field, enter Serial_Tracked.
6. In the Description field, enter Serial Tracked Parts.
7. In the BAQ field, search for and select zPartTracker01.
8. In the Return Column field, select Part.PartNum.
9. Enable the Shared check box.
10. Click Save.
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Establish Quick Search Criteria

1. Navigate to the Criteria Sheet.
2. From the New menu, select New Quick Search Criteria.
3. In the Criteria Column field, select Part.TrackSerialNum.
4. In the Caption field, enter Serial Tracked.
5. In the Condition field, verify the = (Equal To) sign is selected.
6. In the Criteria Type field, select Prompt.
7. Click Save.
Add Second Quick Search Criterion

1. From the New menu, select New Quick Search Criteria.
2. In the Criteria Column field, select Part.PartNum.
3. In the Caption field, enter Part Begins With.
4. In the Condition field, select BEGINS.
5. In the Criteria Type field, select Prompt.
6. Click Save.
Test Quick Search

1. From the Actions menu, select Test Quick Search.
2. Enable the Serial Tracked check box.
3. In the Part Begins With field, enter 3.
4. Click Search.
5. Note the Part that displays. ______________________
6. Click OK.
7. Exit Quick Search Maintenance.
8. Remain in Part Maintenance.
Use Quick Search

1. Click the Part button.
2. Select the Quick Search sheet.
3. Highlight and select Serial Tracked Parts.
4. Click Search.
5. Enable the Serial Tracked check box.
6. In the Part Begins With field, enter 3.
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7. Click Search.
The same part that displayed when you ran the test displays again. This indicates that part 307-2-4-3-6-
8-UF-LVD is the only serial tracked part in Part Maintenance that begins with 3.
8. Click OK.
View Results
2. Exit Part Maintenance.
Business Activity Query Searches

Business Activity Queries (BAQ) are used throughout the application to search for related data. You create BAQ
Searches in the Business Activity Query program by selecting “Like” columns.
In this workshop, use the existing Enhanced Customer Search Query to search for customers that are members
of a specific Customer Group. This BAQ search will be available in the application from anywhere you can search
for a customer record.
Use BAQ Search

1. Navigate to Customer Maintenance.
a. Menu Path: Sales Management > Order Management > Setup > Customer
2. Click the Customer button.
3. Select the BAQ sheet.
4. Highlight and select Customer.
5. Click Search. The Enhanced Customer BAQ results displays.
Group Search Results

Group the data by customer group to focus on specific customers within that group.
1. Right-click the Search Results title bar at the top of the grid.
2. From the context menu, select Show Group By.
3. Drag and drop the Customer Group column on the Drag a column header here… box.
4. Click the plus sign (+) by any customer group to display customers within that group.
Select Multiple Items

To select an individual item, double click directly on the item or select the item and click OK. To select multiple
items, follow these steps:
1. Hold down the Ctrl key and click on several items.
2. Optionally, click and hold down the left mouse button and drag down the list.
3. Click OK.
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View Results
2. Notice, this is the first record that was selected from the previous exercise.
3. From the Navigation Selection field, click the down arrow to select another record that was returned in
the search results.
4. Exit Customer Maintenance.
Advanced Searches
An Advanced search is a dashboard you access to search for related data from a standard search window.
The Advanced Search functionality is designed around the concept of “Like” fields. Similar to the “Like” fields
used in a BAQ Search, the Advanced Search also uses “Like” fields; however, the data displays as a Dashboard
and opens in a separate window.
In this workshop, access an advanced search from a dashboard that has already been created.
Use Advanced Search

2. Menu Path: Sales Management > Order Management > General Operations > Order Entry
4. Select the Advanced sheet.
5. Select FulfillmentWBSearch.
6. Click Search.
7. The Fulfillment Workbench Search dashboard opens in a new window on your workstation.
8. In the Group field select Distribution.
10. Records that match the search criteria are retrieved.
11. Highlight and select a record for which you are searching for.
12. Click OK.
View Results
The record selected from the dashboard displays in Sales Order Entry. You can now modify the sales
order as need.
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Named Searches
Use the Named Search functionality to create a series of pre-set search options. You can select a named search
to populate the basic search fields with default values.
In this workshop, define a Named Search and establish it as the default search within Order Entry. Also, use the
Auto Execute and Auto Load features available for Named Searches.
Create Named Search

1. Navigate to Sales Order Maintenance.
a. Menu Path: Sales Management > Order Management > General Operations > Order Entry
3. Click the Named Search button.
4. Click New.
5. In the Named Search ID field, enter your initials.
6. In the Description field, enter your full name.
7. In the Search Type field, select Basic Search.
8. In the Order Type field, select Open.
9. In the Customer field, enter Dalton.
10. Select the Sold To radio button.
11. Click Save.
12. Exit Named Search Options.
13. Exit Sales Order Search.
14. Remain in Sales Order Entry.
Use Named Search

2. In the Named Search field, select the Named Search you just created.
3. Click Search.
Notice, the search results include open orders for Dalton.
4. Click Cancel.
Set Named Search as Default Search

3. Navigate to the Detail > Options sheet.
4. Enable the Default check box.
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5. Click Save.
Use Named Search as Default Search

2. Notice, The Named Search automatically displays.
3. Click Search.
The search results include open orders for Dalton.
4. Click Cancel.
Set Named Search to Auto Execute

4. Enable the Auto Execute check box.
5. Click Save.
Use Named Search to Auto Execute

When you open the search window, Auto Execute immediately performs the search.
1. Launch Sales Order Entry.
3. Notice, the Named Search results automatically display.
4. Click Cancel.
Clear Named Search to Auto Execute

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4. Disable the Default check box.

The Auto Execute check box automatically clears when you disable the Default check box.
5. Click Save.
Auto Load a Named Search

If you do not want the Named Search to immediately populate, use the Auto Load option to automatically select
the Named Search but not execute it until you click Search.
1. From the Tools menu, select Options.
2. Select the Auto Load Search radio button.
3. In the corresponding drop down box, select the Named Search you created.
4. Click OK.
Use Named Search as Auto Load

1. Launch Sales Order Entry.
2. The Sales Order Search window automatically displays with the Named search you created.
3. Close the Sales Order Search window.
Data Tag Searches

Use Data Tag Searches to find and select records grouped together by private or shared tags. The tags are
unstructured text values that provide a way to associate otherwise unrelated records so that you or others users
can search for them.
In this workshop, define a Data Tag Search for your important customers.
Create Data Tag Search

1. Navigate to Customer Maintenance.
a. Menu Path: Sales Management > Order Management > Setup > Customer
5. Right-click on the Customer field.
6. Select Tag Record.
7. In the My Tags field, enter XXXImportant (Where XXX = your initials).
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8. Click OK.
9. Remain in Customer Maintenance.
Use Data Tag Search

2. Select the Data Tags sheet.
3. In the Data Tags field, enter XXXImportant.
4. Click Search. The Search Results displays all records where either a private tag or a shared tag matches
the search criteria.
6. Click OK.
View Results
2. Exit Customer Maintenance.
Enterprise Searches
The Enterprise Search feature provides you with embedded search capabilities which enable you to search from
web-browsers or from the application. Search results display on a separate tab accessible from the main
application screen, and provide links to further drill down information.
Other search programs within the Epicor application are limited to querying records for a specific record type;
for example, you need to launch Job Search in order to find and select job rerecords. Through Enterprise Search,
however, you can find all the places within your Epicor database that reference a specific search item, and then
use links within the search results to display the search item you want within the application program you need.
Enterprise Search capabilities are secure and are based on Epicor 9 user-specific security settings.
In this workshop, use customer ID, Addison, as the search criteria. Once you click the Go button, behind the
scenes a BAQ drives the search of the Epicor 9 database and returns all possible search results.
Activate Enterprise Search Functionality

If a System User is not granted the necessary security privileges, the Enterprise Search option does not display
on the main menu.
1. Navigate to User Maintenance.
a. Menu Path: System Management > Company Maintenance > User
2. Click the User ID button.
3. Search for and select System Manager.
4. Navigate to the Security sheet.
5. Verify the Allow Enterprise Search check box is enabled.
6. Click Save and exit User Account Maintenance.
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Execute Enterprise Search

1. On the Main Menu, locate the Search field.
2. In the Search field, enter Addison.
3. Click Go. Two tabs display on the main application screen: Menu Items and Search Results.
Review Search Results

1. Navigate to the Search Results sheet.
2. Click the first search result record, Addison, INC.
Customer Maintenance opens and displays the customer record for Addison, INC.
3. Exit Customer Maintenance,
4. Return to the Enterprise Search Results sheet.
Review the Search Result Tags

1. On the right side of the Search Results sheet, review the available Tags.
Each tag represents a category in which each search result belongs. You can determine, based on the
font size of the available tags, most search results returned fall into either the Orders category or the
Quote Lines category. The least amount of search results returned fall into the Ship-To category.
Drill Down the Search Results

1. Click the Invoices tag category.
2. Review the invoice records that display.
3. Locate the record for Invoice 10025 – Addison, INC.
4. Within the record description, click on OrderNum = 5016.
As a result, Sales Order Entry opens and displays sales order 5016.
6. Navigate to the Menu Items sheet.
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ITSM 2010 Business Intelligence and Dashboards
Using comprehensive operational data stored within Epicor ITSM, Epicor ITSM Business Intelligence (BI) provides
your team with accurate, complete, and clear information in support of better decisions and a more productive
IT service. You can easily enhance visibility, effectively measure results, and manage performance, while
improving your IT infrastructure's efficiency and effectiveness.
In addition to the extensive standard reporting capabilities of Epicor ITSM, this is your opportunity to test drive
the ITSM BI solution, offering integral and complete analytics, and suitable for all organizational layers.
• Use MS Excel to connect to the ITSM BI cubes.

• Analyze ITSM data based on the measures and dimensions of the service achievement cube.
• Create pivot tables and charts based on the ITSM BI cubes.
• Create dashboard data sources in ITSM.
• Create visualization components in ITSM.
• Create a dashboard in ITSM based on the data sources and visualization components you’ve created.
Analyze Service Achievement (BI)

During this exercise you will analyze the service performance of the service desk in several steps. You will start
by looking at the percentages and end with the actual service time figures.
1. Create a connection to the Service Achievement OLAP Cube
a. Open Excel 2007 from the start menu or, if it is still open, go to a new sheet.
b. Select cell number B2 and create a PivotTable via Insert + PivotTable. The Create PivotTable window
opens.
c. In the Create PivotTable window, select Use an external data source and click
Choose Connection…. The Existing Connections window opens.
d. In the Existing Connections window, click Browse for More…. The Select Data Source window
opens.
e. In the Select Data Source window, click New Source…. This opens the Data Connection Wizard.
f. Configure the new connection in the Data Connection Wizard by following the steps below:
• Select Microsoft SQL Server Analysis Services and click Next >.
• In the Server Name field enter: (local), leave Windows Authentication checked and click Next >.
• Select the ServiceAchievement2010 database from the dropdown list and select the Service
Level Agreement cube in the search grid, click Finish. You should now be back in the Create
PivotTable window.
• Click OK in the Create PivotTable window.
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2. Analyze the Service Achievement in percentages.

a. Start by selecting the Status of the SLA Achieved KPI from the PivotTable Field List. KPIs >
Performance in % >SLA Achieved > Status.
Review the overall result of the service desk. This result is based on the average norm percentage
defined within the agreements and the percentage of calls that are closed within the agreed
response time defined within the agreements.
b. Scroll down in the PivotTable Field List and select the Category – Service Agreement – SLA – Status
hierarchy from the Service Level Agreement dimension.
There are now two rows visible Support and Unknown. Unknown is a value used as a dummy record
for calls that have no related agreement. In this hierarchy you will find unknown on all levels of the
hierarchy. You will now focus on the agreement underneath the category Support.
c. Next, drill-down for the Support category by clicking on the in front of the Support row.
You can now see the difference in performance. For Agreement: 1 (External support) the
performance is good. For Agreement: 3 (Internal support) the performance is below the goal
therefore it shows as a red cross. As you can see the overall performance, on category level, is good.
d. Scroll up the PivotTable Field List and select the Total measure form Performance in absolute
values measure group. Value > Performance in absolute values > Total.
Looking at the number of calls you may now understand why the overall performance is good while
the performance of 1 of the 2 agreements is poor. The performance over almost 6000 calls is good
while the performance over ~ 1100 calls is below par.
e. Now take a look at the actual performance percentages and goals. Add the Value and Goal from the
SLA Achieved KPI. KPIs > Performance in % > SLA Achieved > Value and Goal.
Please notice the performance percentage and the goal percentage of Agreement: 3. You will now
further analyze this agreement.
f. Next, drill-down to priority level by clicking on the in front of Agreement: 3 (Internal support).
As you can see the performance is poor for almost all priorities. Only for Unknown the performance
is OK.
g. Now drill-down to status level by clicking on the in front of Priority: 3 - High.
Now we have come to the lowest level of this dimension hierarchy. Please notice the KPI-status for
Status: Assigned. By continuing this lab with the steps described under 3 -Analyzing the Service
Achievement in time, you will further analyze the performance of this agreement.
3. Analyze the Service Achievement in time.
a. Start by adding the goals to the pivot grid. Select the Cumulative response time SLA and Segment
response time SLA from Values > Performance in time (HH:MM) > Response time (Avg).
The cumulative response time shows the response time values as defined within the agreement. It is
the cumulative response time available from the moment the call is submitted to achieving the
status. The segment response time is calculated from the cumulative response time to show
response time available to go from the previous status to the current status. It shows the response
time available to the individual process steps.
b. Now add the service time measures. Select the Cumulative service time and Segment service time
from Values > Performance in time (HH:MM) > Service time (Avg).
Now you have added the actual performance figures of the service desk. As you can see, it took the
service desk on average 9 hours and 47 min to assign the calls. 35 hours and 15 min (on average)
later the calls have reached the status In process. When comparing these values to the allowed
response time you can easily see where things go wrong.
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c. Select Segment remaining from SLA from Values > Performance in time (HH:MM) > Service time
(Avg).
As you now can see, the problems with these calls are the first two process steps; assigning and
starting the actual work (in process). Solving the calls is done within the time available. On average 8
hours and 34 minutes are needed for this process step, while there are 23 hours and 43 minutes
available according to the agreement.
Create a Dashboard (ITSM)

During this exercise you will create data sources and visualization components and use them on your dashboard.
1. Create a new SQL data source
a. In the menu click: Manage > Dashboards > Data sources...
b. On the Find: Data Sources form press Add.
c. Name the SQL data source Percentage of incidents that don’t need escalation.
d. Enable the Suitable for gauges checkbox.
e. In the SQL Query field of the SQL tab, copy the select statement found in
Percentage of incidents that don’t need escalation.sql file in your Documents\ITSM directory.
f. Click preview when finished to check the SQL statement works.
g. Click OK to save the data source and close the form.
You have now created a SQL data source that returns 1 value, the percentage of calls that
do not need escalation. The advantage of using the SQL Data Source is that you can use any
table and any column available in the database as part of your selection.
2. Create a new data source based on an ITSM find form
a. Open the Find: Support Calls form.
b. Enable the RFC checkbox and search for both Open and Closed calls.
c. Click find now to see if there are any results, there should be 9 records.
d. In the menu click: Manage > Dashboards > Add Data Source based on Active Find Form…
e. In the Find Form Data Source field, enter All RFC’s (open and closed).
f. Click OK to save the data source and close the form.
You have now created a data source based on a find form. The big advantage of this data source
type is its ease-of-use. With the find form data source you can create any selection as if you were
searching for records in your day-to-day business.
3. Create a new gauge
a. Click Manage > Dashboards > Visualization Components.
b. Click Add on the Component Find form and choose gauge for the new component.
c. Name the gauge Percentage of incidents that don’t need escalation.
d. For the data source select the data source created during the first exercise, Create a new SQL data
source.
e. In the operation type, select Directly bound.
f. In the column, select Percentage.
g. On the Value details tab select Circular Full – Clean White for the gauge type.
Notice the Current value that is displayed in the gauge.
h. Set the Target value to 85. Set the Danger value to 65 and set the Polarity to High value is better.
You have now created a gauge based on a SQL data source. This gauge shows the percentage of
incidents that do not need escalation together with the targets for the measure. Unfortunately the
performance is far below the target.
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4. Create a new chart

a. Click Manage > Dashboards> Visualization Components.
b. Click Add on the Component Find form and choose chart for the new component.
c. Name the chart All RFC’s (open and closed) / Category.
d. Click the Data Source tab and click Add.
e. For the data source select the data source created during exercise 2 - Create a data source based on
an ITSM find form.
f. Click the Chart tab and click Chart Properties, the Chart Wizard opens.
g. Select the Chart Type Bar.
h. Click Appearance from the Construction bar and choose a color Palette for the chart.
i. Click Data from the Construction bar and click the Series Binding tab. Within the series binding you
choose the arguments for partitioning as well as the values upon which you base your chart.
• For argument select the SupportCallCategory column to partition your data.
• For binding mode choose summary function. For Summary function select COUNT().
j. Click Finish to see the results.
You have now created a chart based on a find form data source. This chart shows all RFC’s per
category.
5. Create a dashboard with the new gauge and chart.

a. Click Manage > Dashboards > Dashboards...
b. Click Add on the Find form.
c. Name the dashboard My First Dashboard.
d. Click the link in the middle of the form to select a dashboard canvas layout.
e. Select the 4 gauges on top row, 2 charts on the bottom layout template from the list.
f. Click the link in the top left corner of the canvas to select a visualization component.
g. Select the gauge created in step: 3. Create a gauge.
h. Click the link in the bottom left corner of the canvas to select the second visualization component.
i. Select the chart created in step: 4. Create a chart.
j. Click OK to save the dashboard.
k. In the menu click Tools > Dashboards… and open your dashboard.
You have now created a dashboard with 2 visualization components.
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Time Management in Epicor 9.05
• Enter time for projects and indirect labor.
• Approve submitted time and expense transactions.
• Reject time and expense transactions.
• Update rejected time and expense transactions.
Confirm Plant Configuration Control Settings

In this task, you will define the approval method for Production and Indirect Labor Types, and allow multiple
levels of approvals for both time and expense transactions.
Navigate to Plant Configuration Control - System Management > Company Maintenance > Plant Configuration
Control.
1. In the Plant field, search for and select the Main Plant.
2. Navigate to the Modules > Time and Expense > Time sheet.
3. Select the Approval Required check box to require approval of all time entries employees submit.
4. In the Indirect Approval Logic field, select Employee to approve indirect time transactions employees
submit.
5. In the Production Approval Logic field, select Employee to approve production time transactions
employees submit.
6. In the Time Workflow Group field, select Perspectives Multi Level Approval.
7. Click Save.
8. If the defined supervisor message displays, click OK.
9. Exit Plant Configuration Control.
Configure Approval Workflow in Employee Maintenance

In this task, you will set the approval process for Cory Snyder.
Navigate to Employee Maintenance - Service Management > Time Management > Setup > Employee.
1. In the Employee > Detail sheet, in the ID field, search for and select Cory V. Snyder. The Cory V. Snyder
record displays.
2. Navigate to the Time and Expense > Time > Detail sheet.
3. Clear the Auto Approve Time check box.
4. In the Workflow Group field, select Perspectives Multi Level Approval.
5. Click Save.
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6. Repeat steps 1 through 5 to enter the same information for the following employees:
ID Employee
103 Javier I. Garcia
105 Charles L. Johnson
7. Exit Employee Maintenance.
Enter Time for a Job

Now Cory Snyder enters his labor time for the service call in Winnipeg on Monday. He enters time against three
separate operations to cover his work inspecting, repairing, and installing parts at the customer site.
For the purpose of this task, change user to Cory V. Snyder.
1. From the Options menu, select Change User ID and in the username and password fields, enter Cory.
2. Click OK.
3. Verify that Main Plant is expanded in tree view.
4. Navigate to Time and Expense Entry - Service Management > Time Management > General Operations >
Time and Expense Entry.
5. Verify Cory V. Snyder displays in the Employee field.
6. On the left, in the Calendar, select Monday of last week.
7. From the New menu, select New Time Detail. The Time > Daily Time > Detail > Detail sheet displays.
8. In the Labor Type field, select Service.
9. In the Job field, search for and select job number SRV0000010001.
10. In the Operation field, select 10 Inspection.
11. In the Labor Qty field, enter 5. This indicates the number of pieces completed for the operation. In this
case, Cory has inspected 5 parts.
12. In the Labor field, verify the date for Monday of last week displays.
13. In the Clock In field, enter 08:00 AM.
14. In the Clock Out field, enter 11:00 AM and press Tab. In the Labor Hrs and Burden Hrs fields, verify 3
displays.
15. Click Save.
16. Under Time and Expense, expand the My Time nodes and verify the E icon displays. This indicates the
transaction has the Entered status.
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17. Repeat steps 7 through 16 to enter the following labor details:
Operation Labor Qty Clock In Clock Out
20 Repair 2 12:00 PM 02:00 PM
30 Installation 3 02:00 PM 05:00 PM
18. Remain in Time and Expense Entry for the next task.
Submit Time
You can use the List sheet to submit all of your time transactions at once. All entered transactions are displayed
in the List sheet. If you prefer, you have the option to select and submit individual time transactions. In the
previous task, you entered and saved Cory's three time transactions for Monday. In this task, Cory uses the List
sheet to select and submit all of the time transactions he has entered at once.
1. Navigate to the Time > Daily Time > Detail > List sheet.
2. In the tree view, notice all of Cory's time transactions display an E icon. This indicates that all
transactions have a status of Entered.
3. Select all of the listed transactions and click the Submit button.
4. In the tree view, notice the blue S icon displays for each time transaction indicating they have a status of
Submitted.
Add Comments
You can add comments to a time transaction to provide additional information for approvers. You can also
review comments entered by approvers during the approval process. In this task, Cory enters his time driving to
Winnipeg on Sunday to tend to the maintenance service call at the customer site. He also enters his time on
Tuesday driving back to Minneapolis. He charges his time both days to service job SRV0000010001.He decides to
enter comments to each transaction to provide further explanation to his approvers.
1. On the Calendar, select Sunday of last week.
5. In the Operation field, select 30 Installation.
6. In the Labor Qty field, enter 1.
7. In the Labor field, verify the date of last Sunday displays.
8. In the Clock In field, enter 08:00.
9. In the Clock Out field, enter 16:00 and press Tab. In the Labor Hrs and Burden Hrs fields, 8 hours should
display.
10. Click Save.
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11. Navigate to Time > Daily Time > Detail > Comments > Detail.
12. From the New menu, select New Time Comment.
13. In the Comment Type field, select Submit.
14. In the Comment section, enter Driving time to Winnipeg on Sunday for service job.
15. Click Save. In the Submitted By field, Cory Snyder's name displays. The Date Entered and Time Entered
fields display the date and time Cory entered the comment.
16. Navigate to the Time > Daily Time > Detail > Detail sheet.
17. Click Submit.
18. Repeat the steps above for Tuesday of last week with the comment Driving time to Minneapolis on
Tuesday, returning from service job.
Initiate Time Entry in Calendar Sheet

You can also initiate time entry from the Calendar > Day sheet. This method saves time as several fields related
to the hours are automatically updated in the Detail sheet as a result of a simple drag-and-drop action on the
calendar. In this task, Cory enters his time on Wednesday and Thursday inspecting and repairing the three faulty
parts he brought back from the customer site.
1. In the Calendar to the left, select last Wednesday.
2. Navigate to the Calendar > Day sheet.
3. Click in the open 08:00 time slot and drag your cursor to highlight 4 hours of time.
4. With the 08:00 to 12:00 time slot selected, right-click and select New Time Detail. The Time > Daily
Time > Detail > Detail sheet displays. On the Detail sheet, notice the following:
a. The Clock In field displays 08:00 and the Check Out field displays 12:00.
b. The Labor Hrs and Burden Hrs fields both display 4 hours.
5. In the Labor field, verify the date of last Wednesday displays.
8. In the Operation field, select 10 Inspection.
9. In the Labor Qty field, enter 3. This represents the three faulty parts that Cory inspects on Wednesday
morning.
10. Click Save and Submit.
11. Repeat steps 2 through 10 to enter four hours on Wednesday afternoon (from 13:00 to 17:00) to repair
the first of three faulty parts.
Field Enter
Opr 20 Repair
Labor Qty 1
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12. Repeat steps 1 through 10 to enter eight hours on Thursday (from 08:00 to 16:00) to repair the
remaining two parts.
Field Enter
Opr 20 Repair
Labor Qty 2
13. Click Save and Submit.

Enter Time for Indirect Labor

You can enter time towards an indirect code that is not tied to a project. Indirect codes cover such events as
training or vacation. In this task, Cory Snyder enters his hours attending a training seminar on Friday.
1. Navigate to the Employee sheet.
2. In the Calendar, select Friday of last week.
4. In the Labor Type field, select Indirect. Notice the Project and Job sections are grayed out.
5. In the Labor field, verify the date of last Friday displays.
6. In the Clock In field, enter 08:00 AM.
7. In the Clock Out field, enter 16:00 PM and press Tab.
8. In the Indirect Code field, select Training.
9. Notice in the Expense Code field, Indirect Labor displays.
10. In the Resource Group field, select Service Technician with equip.
11. Click Save. In the Status field, Entered displays.
12. Click Submit. In the Status field, Submitted displays.
Enter Time for the Week

You can use the Time > Weekly Time sheet to quickly enter hours on different days of the week for the same
project, job, or indirect labor. You can submit one or more transactions for approval in this sheet. In this task,
Cory Snyder uses Time > Weekly Time to enter his hours for the current week. He inspects and repairs
additional faulty parts this week. He does not need to identify specific Clock In and Clock Out hours this week so
he decides to use the Time > Weekly sheet as a quicker method to enter his hours.
1. Navigate to the Employee sheet.
2. In the Calendar to the left, select the Monday of the current week.
3. From the New menu, select New Weekly Time. The Time > Weekly Time sheet displays.
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4. In the Weekly Time grid, in the Labor Type column, select Service.
5. In the Job column field, enter SRV0000010001.
6. In the Opr column field, enter 10.
7. Enter the daily hours for Operation 10 as follows:
Field Hours
Mon Hrs 3
Tue Hrs 3
Wed Hrs 3
Thu Hrs 3
Fri Hrs 3
8. In the Resource Group column field, verify or select Service Technician with equip.
9. Click Save. Notice the Status field displays E for Entered.
10. Select the row for Operation 10 and click the Copy button. A new line displays with the exact
information from the Operation 10 row.
11. In the new row, change the Opr column field to 20.
12. In the new row, enter the daily hour information as follows:
Field Hours
Mon Hrs 5
Tue Hrs 5
Wed Hrs 5
Thu Hrs 50
Fri Hrs 5
13. Click Save. Notice the Status column displays E for Entered for both rows.
14. Navigate to Time > Work Hours > Detail to review the hours you have entered for the week. The Work
Hours > Detail sheet displays available work hours and actual booked hours on a weekly basis. The
hours are compared and the difference is displayed on a daily and weekly basis.
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15. Navigate back to the Time > Weekly Time sheet.

16. Select the two rows for the current week and press the Submit button. Notice the Status column
displays S for Submitted for both rows.
Approve Time
In this task, approve the submitted time transactions. The Perspectives Multi Level Approval workflow group
requires two approvals for time and expense transactions.
Javier Garcia was assigned the First Approval role code and will sign off first. For the purpose of this task, change
the user to Javier.
1. From the Options menu, select Change User ID. The Log On window displays.
2. In the User name and Password fields, enter Javier.
3. Click OK.
4. Verify you are in the Main Plant.
5. Navigate to Time and Expense Approval - Service Management > Time Management > General
Operations > Time and Expense Approval.
6. In the Approver ID field, verify Javier I. Garcia displays.
7. Navigate to the Time > List sheet. All the time transactions Cory submitted for approval display.
8. Select the Monday time entry for Cory.
9. Click the Approve button. Notice the time entry disappears once it is approved.
10. Remain logged in as Javier and remain in Time and Expense Approval.
Review Comments
As Javier reviews Cory's time entries, he questions the time entry for Sunday and checks for a comment
concerning it from Cory.
1. In the Labor grid, select the time entry for Sunday.
2. Navigate to the Time > Comments > Detail sheet. Cory's comment about the Sunday travel time to
Winnipeg displays. Javier is satisfied with Cory's explanation.
3. Navigate to the Time > List sheet.
4. Select the Sunday time entry and click the Approve button. Notice the Sunday time entry no longer
displays in the Labor grid.
Approve All Transactions

Satisfied that the remaining transactions are correct, Javier approves all of the time transactions at once.
1. In the Time > List sheet, click the Select All button. All transaction lines should be highlighted.
2. Click the Approve button. All transaction lines no longer display in the Time > List sheet as they have
been approved.
3. Exit Time and Expense Approval.
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Approve Time - Second Approval

In this task, a second approval is required for time transactions submitted by Cory Snyder and approved by
Javier Garcia.
The Perspectives Multi Level Approval workflow group requires two approvals for Time and Expense
transactions. The first approver, Javier Garcia, has approved Cory's time transactions in the previous task. The
second approver, Charles L. Johnson, will provide the second and final approval.
For the purpose of this task, change user to Charles L. Johnson.
1. From the Options menu, select Change User ID and in the username and password fields, enter Charles.
2. Click OK.
4. Navigate to Time and Expense Approval - Service Management > Time Management > General
Operations > Time and Expense Approval.
5. In the Approver ID field, verify Charles L. Johnson displays.
6. Navigate to the Time > List sheet. In the Labor grid, all of the time transactions submitted display.
7. In the Labor grid, select the first transaction line.
8. Click the Reject With Comment button. The Approve/Reject Comment window displays.
9. In the Approve/Reject Comment window, enter Incorrect time entry for Thursday and click Ok. In the
Labor grid, the transaction line no longer displays.
10. Click the Select All button to select all of the remaining transaction lines.
11. Click the Approve button to approve the selected transaction lines. In the Labor grid, the selected
transaction lines no longer display.
12. Exit Time and Expense Approval.
Update Rejected Transaction

You can view and update a submitted transaction that was rejected by the approver.
In this task, Cory discovers that one of his time transactions has been rejected. Cory will view the comments and
update his time transaction.
For the purpose of this task, change user to Cory V. Snyder.
1. From the Options menu, select Change User ID and in the username and password fields, enter Cory.
2. Click OK.
4. Navigate to Time and Expense Entry - Service Management > Expense Management > General
Operations > Time and Expense Entry.
5. View the Calendar on the left to find the date highlighted in red. The Thursday from last week should
display in red.
6. In the Calendar on the left, select the date highlighted in red.
7. In tree view, expand the My Time node. Notice the red icon with an R indicating the transaction has
been rejected.
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8. In the tree view, expand the date with the red R icon.
9. In the tree view, expand the Comments node and select the rejected time transaction. The Time >
Comments > Detail sheet displays with the rejection comment from the approver.
10. Navigate to the Time > Detail sheet and click the Refresh button.
11. In the Time Amount field, change the amount to 5 and press Tab.
12. Click Save and Submit. Notice the Status field displays Submitted.
13. Click Save.
14. Exit Time and Expense Entry.
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Business Process Management (BPM) – Process
Management for Compliance and Automation,
Part 2
This lab builds on the information learned in Part 1 and explains how to build more sophisticated directives. Part
1 is not required to complete this lab; however, this lab does not explain some of the basic concepts covered
in Part 1.
• Create a form to standardize user ids.
• Use BPM in conjunction with customizations.
• Create a data directive.
Create a BPM Form for User Input

In this exercise, create a BPM data input form to help users enter consistent User IDs when setting up a new
user. This concept can be applied to a number of master table entry programs. To do this, you need to plan
what information is required to create a consistent ID, create the input form, create the BPM to call this input
form, and pull the data entered to automatically create the new ID.
Key concepts:
• Create a BPM Data Form to prompt the user for information.
• Use BPM data in formulas within a directive.
• Understand how the GetNew method operates.
Create a BPM Data Form

1. Navigate to System > Business Process Management > Setup > BPM Data Form Designer.
2. From the New menu, select New Form.
3. Verify the Detail sheet displays.
Field Data
Form ID UserP
Form Title User Prompt
Press <Enter> to leave a space in the Form
Text box.
Form Text
Enter Enter User Information as the form
text.
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5. Navigate to the Fields sheet.

6. From the New menu, select New Field.
7. Enter the following information for the first row:
Field Data
Field BPMData.ShortChar01
Field Label First Name
Field Form X(20)
Mandatory Select this check box.
8. From the New menu, select New Field.

9. Enter the following information for the second row:
Field Data
Field BPMData.ShortChar02
Field Label Last Name
Field Form X(25)
Mandatory Select this check box.
10. Click Save.

11. From the Actions menu, select Test BPM Data Form.
a. Enter your first and last name and click OK.
b. Confirm the text displays and there are no error messages.
12. Exit BPM Data Form Designer.
13. Navigate to System > Business Process Management > Setup > Methods Directive.
14. Search for the GetNewUserFile method.
a. Click the Method Code button.
b. Select Search by Business Object.
c. In the Business Object field, select UserFile.
d. In the Method Name Starting At field, enter g.
e. Click Search.
f. Select GetNewUserFile and click OK.
15. Notice the Business Object is returned on the form.

16. In the Method Description field, enter BPM Form.
17. Click Save.
18. Add a Pre-Processing Directive.
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Field Data
Directive Name Load BPM Form
Group 10-BPMLab2-05
Company Independent Select this check box.
Prevent Endless Loops Select this check box.
Note: You do not add a Pre-Processing condition.

20. Add an Action that will call the BPM Form and confirm it works.
c. In the User Text field, select call the named BPM Data Form using no customization always.
d. Click named and select UserP.
e. Click OK.
21. Click OK to close the Actions window.
22. Create another Action that will pass the information to the post-processing directive.
c. In the User Text field, select enable dependent post process directives.
d. Click OK to close the Actions window.
23. Click Save.
a. The completed pre-processing directive for Actions should display as follows:
Call the UserP BPM Data Form using no customization always and enable dependent post
process directives
24. Add a Post-Processing Directive.
a. From the New menu, select New Post-Processing.
Field Data
Directive Name Set User Data
Group 10-BPMLab2-05
Company Independent Select this check box.
Prevent Endless Loops Select this check box.
26. Add a Condition.

a. Click the Conditions button.
c. In the User Text field, select this directive has been enabled from the specified directive.
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27. Click specified.

28. In the Directive field, select Load BPM Form and click OK.
29. Click OK to close the Conditions window.
30. Add an Action.
It is a good BPM practice to display the method and inputs to confirm the BPM is executed when
expected and the input values are available for use in formulas. Because multiple tables are included in
this dataset, be careful to select the correct table and field name.
c. In the User Text field, select show informational message based on designed template.
d. Click designed.
e. In the Name field, enter PostMsg1 (Post processing message #1).
f. In line 1 of the text box, enter UserFile:GetNewUserFile – PostMsg1 (Method:Directive Type).
g. In line 2 of the text box, enter ttUserFile.RowMod = and click the Insert button.
i. Select Field Query.
ii. In the Name field, enter RowMod =.
iii. In the Table field, select ttUserFile.
iv. Select the Added records check box.
v. Select the check box next to the field name RowMod.
vi. Click OK.
h. In line 3 of the Text field, enter First Name = and click the Insert button.
ii. In the Name field, enter ShortChar01.
iii. In the Table field, select ttCallContextBPMData.
v. Select the check box next to the field name ShortChar01.
vi. Click OK.
i. In line 4 of the Text field, enter Last Name = and click the Insert button.
ii. In the Name field, enter ShortChar02.
iii. In the Table field, select ttCallContextBPMData.
v. Select the check box next to the field name ShortChar02.
vi. Click OK.
j. The completed PostMsg1 text should display as follows:
UserFile/GetNewUserFile – PostMsg1
ttUserFile.RowMod = <RowMod/>
First Name = <ShortChar01/>
Last Name = <ShorChar02/>
31. Click OK to close the Actions window.
32. Click Save.
33. Enable and save the directive.
a. Select the Enabled check box on the Post-Processing directive.
b. Click Save.
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34. Test the Method Directive.

a. Navigate System Management > Security Maintenance > User Security.
b. From the New menu, select New User. Notice your new BPM form displays.
c. Enter your first and last name.
d. Click OK. The PostMsg1 displays. Your new BPM form is working.
e. Click OK to close window
35. Add Another Action to the Post-Processing Directive.
Now you need to add another post-processing directive that uses the field values from the BPM form
and populates the fields in User Maintenance. You need to set the data in the temp table (tt) so it
defaults the entered data into the form.
a. Navigate to System Management > Business Process Management > Method Directives.
b. Navigate to the Post-Processing sheet.
c. Add another Action.
i. Click the Actions button.
ii. Click the Add Line icon.
iii. In the User Text field, select synchronously execute ABL code …record nothing.
If you only wanted to set one field to the exact contents of the BPM data, you would
select the user text “set the specified field of the changed row to the specified
expression”; however, you want to combine the first and last name information.
Because this requires some programming using specific syntax, select the user text
“synchronously execute ABL code… record nothing.
iv. Click code… and complete the following:
Select Execute code below.
You want to use the first letter of the First Name and Last Name to create the User ID.
Then, use the first and last name and put them in the name field with a space between
them. Enter the following syntax:
/* Set UserID and Name */

/* YourName : Today?s Date */
/* This takes the BPM data and creates the UserID and Name Fields */
For each ttUserFile where ttUserFile.RowMod = 'a' exclusive-lock.

Assign ttUserFile.DcdUserID =
SubString (ttCallContextBpmData.ShortChar01,1,1) +
ttCallContextBpmData.ShortChar02
ttUserFile.Name =
ttCallContextBpmData.ShortChar01 + ' ' + ttCallContextBpmData.ShortChar02.
/* Now clear the BPM Data */
Assign ttCallContextBPMData.ShortChar01 = ""

ttCallContextBPMData.ShortChar02 = "".
End.
v. Click the Validate button to check for errors.
vi. Click OK.
e. Clear the Enabled check box and click Save. Because you have made changes, you need to re-
compile your method directive.
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36. Select the Enabled checkbox on the Post-Processing directive.

The directive is now active.
37. Click Save.
38. Return to User Security Maintenance. Navigate to System Management > Security Maintenance >
User Security.
a. From the New menu, select New User. Notice the BPM Form displays.
b. Enter your first and last name.
c. Click OK.
d. The PostMsg1 displays (you will delete this later). Your BPM Form is working.
e. Click OK to close window. Notice your BPM populates the UserID and Name fields.
39. Remove the informational message from the Post-Processing directive.
a. Navigate to System Management > Business Process Management > Setup > Method
Directives.
b. Navigate to the Post-Processing sheet.
c. Click the Actions button.
d. Within the grid, select the user text show informational message based on the designed
template.
e. Click Delete.
f. Click OK to close the Actions window.
g. Clear the Enabled check box and click Save. Because you have made changes, you need to re-
compile your method directive by completing this step.
Use a Data Directive to Default User Fields to a Table

You can default job material user-defined fields based on information stored in the Part table. In this example,
you will use the JobMtl table (although, you can apply this technique to a number of tables). The most
important concept to remember is that a table can be updated from data directives, while method directives
cannot update tables.
We will save time by not creating screen customizations for the part and job entry user fields, this exercise pulls
existing data from the Part table into the Purchase Comments text field. You can view the results of the data
directive and confirm it is functioning with Job Entry and Quick Job Entry. You can fine-tune the parameters to
handle a number of business cases. If you want the Purchase Comments to always be set to a fixed line of text,
you can enter text in the Purchasing Comments field in the part master record.
Key concepts:
• Use a data directive to set field values without a user interface.
• Use a Find statement to validate information before setting values.
• Set field values in a data directive with ABL code.
Locate the JobMtl Table

1. Navigate to System Management > Business Process Management > Setup > Data Directives.
2. Click the Table button.
3. Select Search by Table.
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4. In the Table Name Starting At field, enter J.

5. Click Search.
6. Select JobMtl and click OK.
7. The table is returned on the form.
8. Click Save.
Add an In-Transaction Directive

1. From the New menu, select New In-Transaction Directive.
2. In the Directive Name field, enter Default User Fields from Part Master.
3. In the Group field, enter 10P-BPMLab-06.
4. Select the Company Independent check box.
5. Select the Prevent Endless Loops check box.
6. Add an Action.
For design purposes, it is recommended you confirm the BPM data directive is executing and verify
information is available for use in the data directive. Do this by displaying a message box with the
information you define; however, that option is not part for the data directive. Instead, you will raise an
exception message. This stops the transaction and allows you to validate data. In order to set the fields,
you need to know the RowMod status and if the PartNumber is available.
7. Click the Actions button.
8. Click the Add Line icon.
9. In the User Text field, elect raise exception based on the designed template.
10. Click designed.
11. In the Name field, enter Inpro01.
12. In Line 1 of the Text field, enter JobMtl DD Inpro1.
13. Press Enter.
14. In Line 2 of the Text field, enter ttJobMtl.RowMod = and then click the Insert button.
15. Select Field Query.
16. In the Name field, enter RowMod.
17. In the Table field, select ttJobMtl.
18. Select the Added records check box.
19. Select the check box next to the RowMod field name.
20. Click OK.
21. In Line 3 of the Text field, enter ttJobMtl-PartNum = and click the Insert button.
22. Select Field Query.
23. In the Name field, enter PartNum.
24. In the Table field, select ttJobMtl.
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25. Select the Added records check box.

26. Select the check box next to the PartNum field name.
27. Click OK.
The completed Inpro01 text should display as follows:
JobMtl DD Inpro1
ttJobMtl.RowMod = <RowMod/>
ttJobMtl – PartNum = <PartNum/>
28. Click OK.
29. In the Actions window, click OK.
30. Select the Enabled check box on the In-Transaction directive.
31. Click Save.
Test the Method Directive

Verify the data directive is working by seeing if the JobMtl RowMod and PartNum are available.
1. Navigate to Production Management > Job Management > General Operations > Job Entry.
2. Create a new demand link for part number DCD-100-SP.
a. From the New menu, select New Job.
b. In the New Job Number window, click the Next Job button.
c. In the Part field, enter DCD-100-SP and press Tab.
d. Click OK.
e. Click Save.
f. From the New menu, select New Demand Link > Make to Stock.
g. In the Quantity field, enter 50.
h. Define the Req By Date.
i. From the Actions menu, select Job > Get Details.
j. Select a Revision.
k. Click OK. Notice the post-process informational message displays where RowMod = A (for Add)
and the part number is available. Your BPM Data Directive is working.
3. Click OK.
Add Another Action to the In-Transaction Directive

You are now ready to complete the data directive.
1. Navigate to System Management > Business Process Management > Setup > Data Directives.
2. Navigate to the In-Transaction sheet.
3. Delete the exception action.
b. In the User Text field, select raise exception based on the designed template.
c. Click Delete.
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4. Add an action.
c. In the User Text field, select synchronously execute ABL code… record nothing.
d. Click code… and complete the following:
i. Select Execute code below.
ii. In the Text field, enter the following syntax:
/* Set jobMtl.Purchasing Comment */

/*Your Name / Date */
For each ttJobMtl where ttJobMtl.RowMod = ‘a’ no-lock.
Find Part where Part.Company = ttJobMtl.Company and
Part.PartNum = ttJobMtl.PartNum No-lock.
If available Part then do:
Assign ttJobMtl.PurComment = Part.PartDescription +
‘ W = ‘ + String (Part.PartWidth) +
‘ H = ‘ + String (Part.PartHeight) +
‘ L = ‘ + String (Part.Length) .
End.
End.
iii. Click the Validate button to check for errors.

iv. Click OK to close the Actions window.
e. Clear the Enabled check box and click Save. Because you have made changes, you need to re-
compile your data directive by completing this step.
f. Select the Enabled check box and click Save.
Test the Data Directive

You want to verify the directive is working. Confirm the exception message box is removed and verify the
Purchasing Comments field is defined.
2. In the tree view, select the assembly and right-click to access the menu.
3. Select Delete All.
4. In the Delete All Confirmation, click Yes.
5. In the tree view, right-click the assembly and select Get Details.
6. Select a Revision and click OK.
7. Navigate to the Job Details > Materials > Detail sheet. The purchasing comments are populated with the
Part Description Width, Height, and Length values.
8. In the tree view, right click Materials and select Add Material.
9. Enter a material line for a part that is not in the part master and click Save.
10. Notice the Comments field remains empty.
11. Navigate to Production Management > Job Management > General Operations > Quick Job Entry.
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12. In the Part field, enter DCD-200-ML.

13. In the Quantity field, enter 100.00.
14. Click Save to create the job.
15. Click OK.
16. Note your job number.
18. In the Job field, enter your job number and press Tab.
19. Navigate to the Job Details > Materials > Detail sheet.
20. Notice the Comments field is populated with the part details.
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Crystal Reports New Report
Crystal Reports provides the tools to create customized reports based on various data sources. The focus of this
lab is to use Crystal Reports to create a report that demonstrates the functionality of Crystal. The process
involves connecting to a data source, building a report, establishing selection criteria, and using calculated fields
to include the necessary data. To facilitate this, you will use a manual approach to create a Direct Labor Report.
• Review the Report Data Definition process.
• Establish the reports Data Source.
• Design the Crystal Report.
• Create Formula Based report fields.
• Group report data.
• Work with Selection Criteria.
Use the BAQ Report Designer to Create the Report Definition

In this session, you will use the Report Definition process to create a data source (.xml). The Report Definition is
provided using Epicor 9. Option Fields, Filters, and Sorts have been added to the Report Definition and the XML
Datasource has been created using Test Report Form. The Crystal Report design begins the process.
1. Navigate to the BAQ Report Designer - Executive Analysis > Business Activity Management > General
Operations > BAQ Report Designer.
2. From the New menu, select New Report Definition.
3. In the Report ID field, enter XXX_DirectLbr (where XXX are your initials).
4. In the Description field, enter Direct Labor Report.
5. In the BAQ ID field, search for and select EPIC03-DirectLbr.
6. In the Form Title field, enter Direct Labor Report.
7. Click Save.
Test the Report Form

The Test Report Form function provides a way to view a report. You must deploy all reports to finalize them and
add them to the Main menu. You can deploy reports any time once the report is complete. Deployment makes
the report available in the Epicorserver for you to attach it to the Main menu.
1. From the Actions menu, select Test Report Form.
2. The Direct Labor Report window displays. From the File menu, select Print Preview.
3. The report preview is blank since you did not enter any information. Close the report preview and the
Direct Labor Report window.
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Design the Crystal Report

1. Select Actions > Design Crystal Report. This launches Crystal Reports. A Template Crystal Report Form
displays and shows the Report title place holder.
Set the Report Datasource Location

2. In the Set Datasource Location window, in the Replace with section, click Create New Connection >
ADO.Net (xml). This opens the connection screen.
3. To the right of the File Path field, click the ellipsis (…) button to locate the C:\Program
Files\Epicor\epicordata\Reports\<username> location folder.
The user name for our session is manager with a password of manager.
4. Search for and select BAQReport-DirectLabor-00000.xml and click Open.
5. Click Finish.
6. In the Current Data Source section, select ReportDataSet.
7. In the Replace with section, open the ADO.Net (xml) folder and select ReportDataSet.
8. Click Update to synchronize to the same .xml datasource.
9. Click Close to accept datasource changes.
Add the BAQReportResult Table and Review the Table Links

1. From the Database menu, select the Database Expert.
2. In the Available Data Sources section, double-click the BAQReportResult table to add the table to the
Selected Tables section.
3. Click the Links tab.
4. Double-click the link between the Company and BAQReportParameters tables.
5. The Link Option window displays. In the Join Types section, select Left Outer Join and click OK.
6. Click OK to exit.
Add Formula Based Fields to the Report

These fields can be added to the reports any time during the process. You are doing it in advance of inserting
files into the report for simplicity purposes. Once created, the formula based field displays in the field Editor
tool.
1. Navigate to the Design sheet.
2. From the Field Explorer, right-click Formula Fields and select New.
3. The Formula Name window displays. In the Name field, enter Labor Cost and click OK.
4. The Formula Editor displays. In the Formula Editor window, in the second column, expand
ReportDataSet (ADO.NET(XML)) > BAQReportResult.
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5. In the BAQReportResult folder, double-click LaborDtl.LaborHrs.

The field name {BAQReportResult.LaborDtl.LaborHrs}, properly formatted, drops into the Bottom box.
6. Place the cursor in the box behind the field name.
7. In the Formula Editor window, in the fourth column, expand Operators > Arithmetic folder and double-
click multiply.
8. In the BAQReportResult folder, in the second column, double-click LaborDtl.LaborRate.
9. The field name drops into the bottom box. This completes the Labor Cost formula. Click Save and Close.
Insert the Fields Into the Report

1. Select the Design sheet.
2. Select the Field Explorer, Database Fields, and the BAQReportResult table.
3. Select the following fields and insert them in the Crystal Report in the Details section in the order listed.
• LaborDtl.PayrollDate
• LaborDtl.JobNum
• LaborDtl.AssemblySeq
• LaborDtl.OprSeq
• LaborDtl.LaborHrs
• Labor Cost
4. Click the Refresh button to update the report.
Group the Data in the Report

1. From the Report menu, select Group Expert.
2. The Group Expert window displays. In the Available Fields section, expand BAQReportResults and
double-click JCDept.Description to move it to the Group By section.
Hint: You can also use the right arrow button.
3. Repeat step 2 for LaborDtl.PayrollDate.
4. In the Group By section, select JCDept.Description and click Options.
5. The Change Group Options window displays. Click the Options tab and select the Repeat Group Header
on Each Page check box.
6. Click OK.
7. In the Group By section, select LaborDtl.PayrollDate and click Options.
8. The Change Group Options window displays. On the Common tab, below the section will be printed,
from the drop-down options, select for each month.
9. Click the Options tab and select the Repeat Group Header on Each Page check box.
10. Click OK to exit the Group Expert window.
11. Click Save. The report now has additional report sections identified as Group Headers and Group
Footers listed for the groupings defined.
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Insert Group Summaries and Grand Totals

The report now displays data grouped by payroll date and department; it is appropriate to set up subtotals and
grand totals by these groups. Subtotals and grand totals are inserted in the Group Footer and Report Footer
sections of the report.
1. In the Details section, right-click LaborHrs and select Insert and Summary.
2. The Insert Summary window displays. In the Insert Summary window, accept the defaults and select
the Add to all group levels check box.
3. A subtotal per grouping and Grand Total display in the report. Click OK.
4. Repeat steps 1-3 for the Labor Cost field.
Insert Text Objects to Identify Grouped Data

1. Select the Design sheet.
2. From the Insert menu, select Text Object.
3. Place the Text Object in the Group Footer #2 section to the left of the Summary fields.
4. The cursor changes into a rectangle and text can be entered. In the Text Object field, enter Monthly
Totals.
5. Repeat this process in the Group Footer #1 Section.
6. In the text object field, enter Department Totals.
7. From the Insert menu, select Text Object and place the text object in the Report Footer section.
8. In the Text Object field, enter Grand Totals.
9. Click Save.
Enter Selection Criteria

The entry of selection criteria narrows the scope of the report. This report will report on only Direct Labor
activity; indirect activity is excluded.
1. From the Report menu, select Expert.
2. In the Choose Field window, locate and select the LaborDtl.laborType field under the BAQReportResult
table and click OK.
3. The Select Expert window displays. In the first drop-down list, select is not equal to.
4. A second drop-down list displays. From the drop-down list that displays next, select I.
5. Click OK.
6. Refresh the report data to eliminate indirect labor activity from the report.
7. Save the Report.
8. Exit Crystal Reports. The BAQ Report Designer window displays. The report can then be Deployed from
the Actions menu.
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This lab builds on the Dashboard Reports, Part 1 lab. It features how to use multiple tables to add a subreport to
the Report. This session reinforces dashboard report features covered in the Part 1 session.
• Modify Crystal Report sections.
• Link a subreport data source to other report tables.
• Use the Field Editor feature.
• Add a subreport to an existing Crystal Report.
• Upload the report into a dashboard.
• Add a Report View and Report Link to the dashboard.
• Generate and launch the Crystal Report.
Set Up the Lab
1. Launch the customer dashboard you created in Dashboard Reports Part 1.

If you did not attend the previous session, navigate to Executive Analysis>Status Dashboards and
launch the Job Status_Lab dashboard.
2. Click on the Tools menu and select Developer Mode.
3. From the Tools menu, select Report Tools > Design Crystal Report.
The Crystal Reports application displays.
4. Maximize Crystal Reports.
5. Click the Open button to navigate to C:\BAQReports\Reports and select the JobStatus_<Your
Initials>.rpt, the report file you created in the Dashboard Reports Part 1 lab.
If you did not attend the Dashboard Reports, Part 1 session, select the JobStatus_Lab.rpt file instead.
6. From the File menu, select Save As….
7. In the File Name field, enter JobStatus_<Your Initials>_2.rpt.
8. Click Save.
Modify and Add Report Sections to the Report
A new section will be added to the report to display the subreport detail.
1. Verify you are in Design Mode.
If not, click the View menu and select the Design option.
2. Right-click the Details section of the report.
This section is visible in the inactive portion on the left side of the window.
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3. On the context menu that displays, select the Don’t Suppress check box.
4. The following step may already be complete. Right-click the Details section of the report again and on
the context menu, select the Insert Section below check box. You will now see two Details sections -
Details a and Details b.
Select a Subreport Data Source and Link It
1. Select Database Menu and Database Expert.

Alternately from the Expert toolbar, click the Database Expert button.
2. In the Available Data Sources section of the window expand the History Node.
Within the NewDataSet section, locate and select the Job_Links table.
3. Use the Right Arrow button to move the table to the Selected Tables panel within the window.
4. At the top of the Database Expert dialog box, click the Links tab.
5. In the All table, select JobHead.JobNum to link the tables.
6. Hold down the left mouse button and drag a line over to the Job_Links table to the JobProd.JobNum
field.
This creates a Link between the two tables.
7. Click OK.
Enable the Inner Join of the Table to Take Effect
1. By default, the Field Explorer tool should display on the right side of the Crystal Reports window. If it
does not, click Design > Field Explorer.
Note: To widen the Field Explorer pane, click and drag the left side of this pane.
2. Expand the Database Fields node.
3. In the Job_Links table, locate the JobProd.JobNum field.
4. Drag the field or insert it into the Details b section of the report.
Place it anywhere in this section of the report design.
5. Right-click the new field and on the pop-up menu, select Format Field to open the Format Editor
window.
6. Click the Common tab.
7. Select the Suppress check box.
8. Click OK.
Add a Subreport
1. From the Insert menu, select Subreport.

2. Verify the Create a subreport with the Report Wizard radio button is active.
3. In the New report name: field, enter Job Details.
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4. Click the Report Wizard button.

5. In the Available Data Sources section, expand the History node and the NewDataSet node, select the
Operations folder.
6. Select the Right Arrow button to select the table.
7. Click Next.
8. From the Available fields section, select the following Operation table fields and move them to the
Fields to Display section. To select them at the same time, hold down the <Ctrl> key as you click on each
field.
• JobOper.JobNum
• JobOper.AssemblySeq
• JobOper.OprSeq
• JobOper.OpCode
• JobOper.EstProdHours
• JobOper.ActProdHours
• JobOper.RunQty
9. Click the Right Arrow button to move them into the Fields to Display section.
After you move them to this list, each file will have Operations displayed as a prefix.
10. Click Next.
11. From the Report Fields section, select the following fields and move them to the Group by section of
the window to group the data.
• Operations.JobOper.JobNum
• Operations.JobOper.AssemblySeq
12. Click Next.
13. Notice you can also use this wizard to add summaries to this report.
14. Click Finish.
15. Click OK.
The cursor becomes a rectangle. Position this rectangle in the location you need, and click your left
mouse button.
16. In the report, click the Details b section to place the subreport into that section.
Change the Subreport Links
1. Right-click the Job Details subreport.

2. On the context menu, select Change Subreport Links.
3. In the Report Fields folder, in the Available Fields section, expand the Job_Links node and select the
Job_Links.JobProd.JobNum field.
4. Use the right arrow button to move it to the Field(s) to link to: section.
5. Click OK.
6. Click Save.
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Verify and Finish the Subreport
1. On the Crystal Report, click the Print Preview button.

Job details display on the report.
2. Click the Save button to record your changes to the report.
3. Minimize the Crystal Report.
Upload the Report
This process copies the report from the Local Reports Directory to the server Reports\Custom Reports folder.
1. Return to the dashboard.
2. From the Tools menu, select Report Tools > Upload Report.
3. From the list, select JobStatus_<Your Initials>2.rpt.
4. Click Open.
The Successful Upload Report message displays.
5. Click OK to return to the dashboard.
Add a New Report View and Run the Report
Leverage this process to display a report directly on your dashboard. Use this function to view the report with
current data and refresh the report display as often as necessary.
1. To the right of the New button, click the Down Arrow and New Report View.
2. In the Dashboard View Properties window, in the Caption field, enter Job Status Detail View_<Your
Initials>.
3. To the right of the Report File field, click the ellipses (…) button to browse for the JobStatus_<Your
Initials>2.rpt file from the CustomReports folder.
Note: The CustomReports folder should be the folder that appears when this browse window first
opens.
5. Click OK and a new Job Status Detail View sheet displays.
6. In the tree view, right-click the Job Status Detail View report link.
7. Select Generate Report to run the report.
Add a Report Link and Launch the Report Link
Use this process to link a report to your dashboard and then display it within a separate window. Within this
separate window, you can navigate to different areas within the report, export the report, and print the report.
1. In the dashboard, in the tree view, right-click in the blank area and select New Report Link.
2. In the Caption field, enter Job Status Detail Link_<Your Initials>.
188
3. Click the ellipses (…) button to locate the JobStatus_<Your Initials>2.rpt report.
The path is: C: \Program Files\Epicor\Epicor904\server\reports\CustomReports.
5. Click OK to finish the creation of the Report Link.
6. In the dashboard, in the tree view, right-click the Job Status Detail Link.
7. Select Launch Report Link. The report launches in a separate window.
8. Click Save on the Standard toolbar to record this dashboard configuration.
9. Close the dashboard.
Display Report View and Report Link in Run Mode
You can now display the detail report view and link in Run Mode.
2. Launch the Job Status_<Your Initials> dashboard.
If you did not attend the Dashboard Reports, Part One session, launch the Job Status_Lab dashboard.
3. Click the Refresh button to populate the tracker with data.
4. To see the report view, click on the Job Status Detail View_<Your Initials> tab.
5. Right click and select Generate Report.
The dashboard report populates with data.
6. To see the report link, click on the Actions menu and select the Job Status Detail View_<Your Initials>
option.
The dashboard report displays in a separate window.
189

190
Improve Inventory Control on the Plant Floor with
Epicor Handheld
In this session, you will learn multiple ways of handling inventory to reduce the average amount of inventory.
You will easily move inventory where it needs to be for production and track the status of the inventory on the
plant floor, regardless if it is purchased to stock or direct to jobs, or whether it is an assembly, subassembly,
component or raw material.
• Purchase a part directly to a job and track it in WIP using the Handhelds and AMM queues.
• Perform a Get Request for materials and components needed for production, process these through the
Advanced Material Management (AMM) queue, and then move the requested parts to the job location
using a queued AMM Handheld transaction.
• Use the Kanban Bin Monitor to maintain optimum levels of floor stock inventory and use the AMM
Queue and Handhelds to insure accurate movement of the request.
• Use the Kanban Bin Monitor to trigger requests for production replenishment of items in order to
maintain optimum finished goods levels for quick shipment and show how completions can be done
using the handheld.
• Complete a part through production steps and appropriately request moves or not and see how the
item can be moved using the AMM queue and handheld to it default bin for the next step or into
another location due to any exceptional situation.
Purchase Direct to Job Part

An item will be purchased for a Job and received with the handheld. The handheld will show a bin location but
the material handler will override the default bin and put it into a preferred holding bin location.
1. Create a new PO with an item that is listed on a jobs bill of material and check it as purchase direct for
the job.
2. Receive the PO line item for the purchase direct part with the handheld.
3. Review the material queue for purchase to job parts that have been received.
4. Assign the task to move this item to a handheld user.
5. Override the default bin and put it into another warehouse bin location.
Perform a Get Request and Confirm Move with the Handhelds

Materials and components needed for each step on the job will be requested by the production workers on the
line when they are ready for these parts. A manager or key users will organize the tasks into efficient picking
queues for the material handlers. Using handhelds, they will confirm that the item has been moved from the
appropriate bin location into the bin associated with the step on the Job.
1. Open the MES screen and clack the Get Request tab.
a. Enter Job number, assembly, and operation step for the Get Request.
191
Improve Inventory Control on the Plant Floor with Epicor Handheld
b. Select the materials and components needed for that step and confirm or override the quantity.
2. Open the Material Queue tab in MES and sort the items by STK-MTL and find the items requested.
3. Assign these items to material handler by their shop employee ID.
4. See the requested transaction on the handheld My Material queue screen.
5. Select the task and confirm the move to the Job and shop floor bin location.
Use the Kanban Bin Monitor and the Handhelds to Replenish Floor Stock
The Kanban Bin Monitor system can be used to establish a minimum and maximum quantity of inventory that
should be located at the shop floor location ready to be used for production. This floor stock inventory of
materials, components, and subassemblies are typically backflushed but can also be issued to the jobs if this is
more appropriate, especially where lot or serial controlled items are on the Bill of Material for the job. The
kanban monitor will calculate a suggested number of kanbans to move based upon the maximum quantity
established and the kanban quantity/size.
1. Go to the setup for the Part, and select the Plant tab, the Warehouse, and Warehouse Bin.
2. Create a new Warehouse floor stock bin for a material or component that can be a make or buy part.
3. Set a Minimum, Maximum and Kan Bin Quantity/Size.
4. Select the Kanban Type Stock Transport.
5. Make sure some quantity for the part above the minimum kanban bin quantity is available by doing a
quantity adjustment transaction under Material > General Operation > Quantity Adjustment.
6. Do another Quantity Adjustment for the kanban part and bin to simulate a backflush or issue that will
decrease the bin balance to below the minimum quantity.
7. Go to the Kanban Bin Monitor and on the right side of the screen there will be three tabs for
Production, Purchase, and Stock types of replenishment for the kanban bin. Select the Stock tab and
view the new replenishment request for the bin.
8. Confirm that a Kanban request displays on the monitor, which means it will also be in the material
queue. Depending upon the setting for queued task assignments, the STK-STK request for that part will
be found in the Unselected or Selected Task list.
9. If it displays in the Unselected list, find it and select it for your material queue. If already in your queue
go to the Handheld menu and select Inventory > My Material Queue and process the move.
Replenish Finish Good Bins using the Kanban Bin Monitor to Request Production
The Kanban Bin Monitor system can be used to establish a minimum and maximum quantity of inventory that
should be located at the Finished Goods location ready to be shipped for immediate customer or transfer order
requirements. The kanban monitor will calculate a suggested number of kanbans to produce based upon the
maximum quantity established and the kanban quantity/size.
1. Go to the setup for the Part, and select the Plant tab, the Warehouse and the Warehouse Bin.
2. Create (2) new Warehouse Finished Goods bin for (2) Make part with Engineered Bills and Methods.
3. Set a Minimum, Maximum and Kan Bin Quantity/Size.
192
4. Select the Kanban Type.

Choose Real-time for the first kanban part and bin and Flow Production type for the second part and
bin. When the trigger minimum is recognized by the kanban bin monitor, one will show in the Planning
Workbench and the other will not.
5. Make sure some quantity for the parts above the minimum kanban bin quantity is available in each bin
by doing a quantity adjustment transaction under Material > General Operation > Quantity Adjustment
for the parts in each bin.
6. Do another Quantity Adjustment for the parts in each kanban bin to simulate a shipment pick that will
decrease the Finished Goods bin balance to below the minimum quantity.
7. Go to the Kanban Bin Monitor and on the right side of the screen there will be three tabs for
Production, Purchase, and Stock types of replenishment for the kanban bin. Select the Production tab
and view the new replenishment request for the bin.
8. Confirm that a Kanban request displays on the monitor, which means it will also be in the material
queue. Depending upon the option of Flow or Real-time types of kanbans, the request will show in the
Planning Workbench and then can be released for production. If it is not in the Planning Workbench it
means that it is intended to have only a behind the scenes job opened and closed immediately after the
quantity is made and reported through the Kanban Receipt. The kanban part that has the job can be
reported through the MES End Activity on the last operation step or through the Job Receipt to
Inventory.
9. Go to the Kanban Receipt transaction under the Production option on the main handheld menu and
report the quantity manufactured against the kanban replenishment request. If a job was released due
to the kanban type, report the quantity through the last step in the job or using the Job Receipt to
Inventory transaction on the handheld under Material > Inbound Process or Under Labor > Srt
Production thenEnd Activity.
Use Handhelds to Move Material between Steps on the Job

Advanced Material Management provides two key capabilities for handling Work-In-Process inventory in the
Plant Floor. The first is to track In-process parts specifically to bins not just to the resource.By default the WIP
assemblies will move through the locations associated with the resource as the quantities are being reported,
however in practice items often get stored away from the resource and into other bin or floor locations and can
be difficult to track when the next operation step/resource is ready for the item/job. The second capability is to
optionally queue a request to the handhelds users to move the assembly to the next step or to the holding
location.
1. Create a job using Quick Job Entry with at least three operation steps.
Remember to select the checkboxes for Engineered and Released before saving and exiting.
2. Do a Start Production on the first operation through the MES touch screen PC or handheld Labor
transactions.
3. Do an End Activity reporting a quantity completed so far at that step and make sure the check box for
Request Move is selected.
4. Go to the Material Queue, find the MFG-OPR move task generated, and select it to process if not
already in your My Material Queue.
5. Go to My Material Queue on the handheld and select this task to Process.
6. Move the completed quantity into the default bin suggested.
193
7. Report another amount for the same step by doing another Start Production and End Activity and this
time override the default bin for the next step in production and move the material into a warehouse
bin.
8. Navigate the Job Tracker and enter the Job number for this WIP assembly. Go to the Part Location tab
and click Retrieve to view the quantities at each location.
9. Navigate to the MES or Handheld Labor to Start Production at the next step on the job and then do the
End Activity reporting a quantity somewhere above the quantity in the default bin, but below the
combined quantity of the two bins.
10. Navigate to the Job Tracker and click Retrieve on the Part Location tab to see what has happened to the
Plant Floor WIP inventory.
194

Worldwide Headquarters
18200 Von Karman Avenue Suite 1000
Irvine, California 92612 USA
Toll Free: 800.999.6995
Direct: 949.585.4000
Fax: 949.585.4091
www.epicor.com
Latin America and Caribbean

Boulevard Antonio L. Rodriguez #1882 Plaza Sur
Col Sta. Maria, Monterrey, N.L., C.P. 64650
Mexico
Phone: +52.81.1551.7100
Fax: +52.81.8221.7117
Europe, Middle East, and Africa

1 The Arena
Downshire Way
Bracknell, Berks RG12 1PU
United Kingdom
Phone: +44.0.1344.468.468
Fax: +44.0.1344.468.010
Australia and New Zealand

Lvl 34, Greenwood Plaza
100 Miller Street
North Sydney NSW 2060
Australia
Phone: +61.9927.6238
Fax: +61.9927.6238
Asia
238A Thomson Road #23-06
Novena Square Tower A
Singapore 307684
Singapore
Phone: +65.6333.8121
Fax: +65.6333.8131

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Epicor 9

Set Up Layout Defaults

Set Up Number Format Defaults

Create the Crystal Form .XML Data Set

Open Crystal Reports

1. In Crystal reports, click the Open button.

Set the Datasource Location

Insert a Company Logo Into the New Form

5. Click on the Open button.

Insert Buyer Signatures Into the Form/Report

Suppress the Signature(s) to be Excluded

Create a New Report Style

Print the Purchase Order to Verify the Changes

Configure Plant Level Expense Entry and Approvals Settings

Configure Company Setting for Automatic Supplier Record Creation

Configure an Employee to Allow Entry of Expenses and Define an Approvals Process

Define an Approval Process on a Project

5. Next navigate to the Group Members > List sheet.

Define Payment Methods

Define Expense Types

7. Navigate to the Expense Type Detail sheet.

Enter an Indirect Expense

6. In the Expense Amount field, enter 200.

Enter a Project Expense

Attach Electronic Copies of Expense Receipts

Approve and Reject Expenses

Generate AP Invoices for Expenses

9. In the Group field, enter XXX123 (where XXX is your initials).

Use Claim Reference to Reconcile Submitted Expense with AP Invoice

This concludes the Expense Management in 9.05 session.

Exercise 1 – Interface Features

Use the Sort By Functionality

Resize and Arrange Columns

Use the Group By functionality

Access Programs from the Context Menu

Copy Data to a Spreadsheet

Exercise 2 – Advanced Search

Use Multiple Criteria Search

Publish and Subscribe

Exercise 3 –Tracker View

View the Method of Manufacture

View the Material Information

View the Operation Information

View the Multi-Level Method

View Subcontract Details

View Labor Details

Exercise 4 – The Executive Dashboard

Populate the Dashboard

Review the Data

Change the Data Display

Create the SharePoint Site

Create Security Groups

Customize the Site

Create a SharePoint List

Add Columns to the List

4. From the Settings menu, select Create Column.

Modify the Column Order

Add Data to the List

4. Enter the following information:

11. Click OK.

Display the List on the Main Page

Create a Document Library